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COVID-19 Update

Following the Prime Minister’s advice on 23rd March, we have implemented our Business Continuity Plan to protect the health and wellbeing of our team and members of our community.

We are managing our client meetings and any other matters by telephone, email and video conference. We are not offering face-to-face meetings during this period of uncertainty.

Under the guidelines, we ask that you do not visit our offices. Our team are working from home and have been trained on data security – all personal and confidential information will remain in a secure environment.

If you have any queries, please email us

Our Services

What we do is the easy part, we’re Financial Planners.
It’s the Why and How that are the most important.

It’s very difficult to steer a rudderless ship, especially in choppy waters and even more so if you don’t know where you’re going. Many people often sail through life without a clear sense of direction. But not you. You wouldn’t be here if you didn’t at least have some rough idea.

Our objective is to be able to provide the financial freedom that you deserve, To be able to live your life comfortable in the knowledge that you can.

Nothing about us is average, just as nothing about you is average. We seek development; always trying to be better – not the best – as we know we haven’t arrived at our destination, we’re still on the journey.

Financial Planning & Clarity

Investment Management & Education

Estate Planning & Legacy

Our Process:

We follow a structured process that meets international quality standards. Here is a typical new client journey:

Initial Meeting
Initial Meeting
Our objective is to discuss what your expectations are working with a Financial Planner. This meeting is at our expense.
Meeting Preparation – Client
Meeting Preparation – Client
We need to start building a picture of where you are now and compiling some factual details to help us get to know you. We ask for this to be done ahead of your next meeting.
Discovery Meeting
Discovery Meeting
As we start to get to know you, we will uncover some objectives about you and your life as markers to work towards when building your Financial Plan.
Research & Analysis
Research & Analysis
Our work begins to find the best possible solution for you, taking into account your objectives and needs.
Recommendation
Recommendation
We will present our recommendation and demonstrate how it will meet your objectives.
Implementation
Implementation
After you have considered our recommendation, we will arrange for this to be implemented, looking after all of the administration.
Yearly Review
to make sure we’re on track for your objectives
Yearly Review
to make sure we’re on track for your objectives
Interested in what we could do for you?
Check out our Fee Calculator

Contact Us
Head Office Address
2 Yarm Road, Stockton-on-Tees, TS18 3NA 01642 670307
London Address
2nd Floor Berkeley Square House, Berkeley Square, London, W1J 6BD 0207 628 4440
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Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited