Mercer & Associates Wealth Management Ltd

Mercer & Associates Wealth Management Ltd provide holistic wealth management services to Private Clients, Business Owners, Trustees and Charities.

This is delivered through personal face to face relationships founded on trust, excellent service and superior wealth management planning. We help clients create bespoke financial planning solutions based on their individual circumstances through the implementation of straightforward, or, if necessary, a complex, multi-faceted plan.  We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.

Mercer & Associates Wealth Management is a Senior Partner Practice of one of the leading wealth management companies, St. James’s Place Wealth Management Plc, which gives us access to in-depth specialist professional expertise, a distinctive approach to Investment Management and, most importantly, guarantee, as St. James’s Place guarantees the suitability of the advice given by members of the St. James’s Place Partnership when recommending any of the wealth management products and services available from companies in the group.

If you would like to discuss any aspect of Financial Planning, advice or support with an Associate, please click the below link