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Chartered Logo Accredited Logo

We’re both a Chartered Financial Planning firm with the CII and an Accredited Financial Planning firm with the CISI.

What does this mean to you?

Our Financial Planners hold advanced qualifications and we continuously meet the highest standards of ethics and professionalism, demonstrating excellence in everything that we do.

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COVID-19 Update

As the ongoing pandemic evolves, we remain open and fully operational to serve our community. To keep our team safe, we would prefer meetings are conducted via video conference or telephone. However, if you would prefer to come to our offices, please let us know in advance. In keeping with regulations, we ask all visitors to wear a face covering at all times when entering our office. We apologise if this causes inconvenience.

If you have any queries, please email us

Your Plan

Would you like a clear and robust financial plan?

Many people sail through their lives without a clear sense of direction. But not you. You wouldn’t be here if you didn’t at least have a rough idea of where you want to end up. Choose us as your lifetime wealth partner, and we’ll help you navigate both calm and choppy waters.

What to expect in the short term and longer term

We follow a 3-step process:

Step One

Get to know you and what really matters to you

First Meeting

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.

Information Gathering

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.

Discovery 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.

Step Two

Create a financial plan to deliver the unique outcomes that you’re aiming for.

Research and Analysis

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.

Recommendation

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.

Step Three

Implement your plan and monitor it as we go along.

Implementation

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.

Staying on track

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.

By your side

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.

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