We follow a 3-step process:
Get to know you and what really matters to you
We meet with you (or arrange a Zoom call) to find out what you’re looking for. We don’t charge for this first meeting. It’s for you to see if you’d like us to be your lifetime wealth partner, and if we can help you.
If you decide to work with us, we’ll need to start building a financial picture of where you are right now. So we’ll ask you to get together some factual details ahead of your next meeting.
This is where we get to know you, the future you’d like, and the memories you want to create. We’ll use the goals that are unique to you, as markers to help us build you a detailed financial plan.
Create a financial plan to deliver the unique outcomes that you’re aiming for.
We brief our paraplanning team to explore multiple options. Their expertise lies in identifying the best possible solution for you. Your objectives and needs are unique, our solution will be too.
Next, we talk through the Plan we’ve created for you. We’ll demonstrate visually how your Plan sets a course to meet your objectives.
Implement your plan and monitor it as we go along.
Once you’ve considered your Plan, and you’re absolutely happy with it, we’ll arrange for it to be implemented. You can trust us to look after all the administration.
The only certainty is change. So we’ll meet up with you at least once a year to review your Plan, and whether anything’s moved on. That way, we’re always on track to meet your objectives.
The vast majority of our client relationships last not for years, but for decades. We put it down to mutual trust and our driving ambition to see you live the life we’ve mapped out together. Often your focus will be on the next generation. Ours is no different. We’re investing heavily in the brightest young planners who share our values. Which means in the decades to come you can count on a consistent, long term relationship with us, the Mercury family.
We work with you in line with the highest quality standards.