Mercer | Andy Stevenson joins Mercer Jelf Financial Planning


Mercer Jelf Financial Planning appoints Andy Stevenson as Regional Leader

  • 11 January 2017
  • United Kingdom, London

Mercer, a global consulting leader in advancing health, wealth and careers, and a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), has announced that Andy Stevenson has joined Mercer Jelf Financial Planning as a Regional Leader. Based in the Bath office, Mr Stevenson will be responsible for developing the profile and growth of the financial planning business across the South of the UK.

With over 24 years of experience in the Financial Service industry, Mr Stevenson joins Mercer with an extensive sales leadership and management background and experience in both restricted and independent advice models. Starting his career at Prudential in 1991, Mr Stevenson moved to Halifax Financial Services in late 1993. He held various roles in Halifax Bank of Scotland’s restricted and independent advice divisions, which led to him taking a position with the Bank of Scotland International in Jersey as Relationship Director in 2007. In 2008, Mr Stevenson joined Barclay Private Clients International as a Regional Manager, responsible for the regulated advisers across Jersey, Guernsey, Isle of Man and Cyprus, alongside acting as the key contact from a regulated advice compliance perspective for each jurisdiction. In late 2012, Mr Stevenson returned to the UK to join Chase de Vere IFA in Bath as Senior Manager.

“I’m really pleased that Andy has joined Mercer Jelf Financial Planning as we continue to develop our business,” commented Grant Hughes, Head of Financial Planning at Mercer Jelf Financial Planning. “We are always keen to attract top talent and as a Chartered Wealth Manager himself, he will strengthen further an already strong leadership team. It’s an exciting time with the industry undergoing revolutionary changes, but this further demonstrates our commitment to support both businesses and their employees with all aspects of financial planning.”

“I am delighted to be joining the team,” said Mr Stevenson. “I look forward to working alongside Grant and such a dynamic team supporting our clients and their employees with all aspects of financial planning as well as our traditional Private Clients. I’m really excited that the Mercer group continues to expand and to be part of the team able to lead and shape the business changes as we seek to become the chosen provider of advisory excellence.”

Notes to Editors
About Mercer
Mercer is a global consulting leader in talent, health, retirement and investments. Mercer helps clients around the world advance the health, wealth and careers of their most vital asset – their people. Mercer’s more than 20,000 employees are based in 43 countries and the firm operates in over 140 countries. Mercer is a wholly owned subsidiary of Marsh & McLennan Companies (NYSE: MMC), a global professional services firm offering clients advice and solutions in the areas of risk, strategy and people. With annual revenue of $13 billion and 60,000 colleagues worldwide, Marsh & McLennan Companies is also the parent company of Marsh, a leader in insurance broking and risk management; Guy Carpenter, a leader in providing risk and reinsurance intermediary services; and Oliver Wyman, a leader in management consulting. For more information, visit Follow Mercer on Twitter @Mercer. In the UK, Mercer Limited is authorised and regulated by the Financial Conduct Authority.