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What it is

We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning.

Why it matters to you

These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive.

Why We Chose to Become Cyber Essentials Certified – And Why It Matters to You

In today’s digital world, cyber threats are becoming more frequent, more sophisticated, and more damaging. As a business that handles sensitive client information every day, we believe that protecting your data isn’t just important – it’s essential.

That’s why we’ve taken the proactive step of becoming Cyber Essentials certified.

Cyber Essentials is a UK government-backed certification that sets out a clear standard for cyber security. It demonstrates that we have put in place key controls to guard against the most common cyber threats, such as phishing, malware, and ransomware.

For you, this means added peace of mind. You can trust that we are doing everything we can to protect your personal information and keep your financial data secure. Certification also shows that we take our responsibilities seriously – not just meeting regulatory requirements, but going beyond them.

We’ve invested in our systems, our processes, and our people to make sure that your data is handled with care at every step. This includes strong firewalls, secure configurations, regular updates, access controls, and continuous monitoring of our cyber defences.

Cyber risk may be rising, but so is our commitment to keeping your information safe.

If you have any questions about our cyber security approach or what this certification means in practice, we’d be happy to talk you through it.

Contact Us
Head Office
Mercury House, 1 Massey Road, Teesdale Business Park, TS17 6DY
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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