Financial Planning

Trusted financial advice
Trust Mercer Financial Planning to help you put the right financial plans in place


Why do you need a financial plan?

All of us have dreams and aspirations for the future, but in order to fulfill them you need to have the right financial resources in place.  To achieve that you need a financial plan.

Trusted advice

Financial planning can be complex and time consuming, so you’re likely to need the help of an expert.

When seeking support and advice, you want a trustworthy, experienced expert who takes the time to fully understand your needs and develop a bespoke financial plan for you.

A simple approach

We operate a very straightforward process:

  1. We get to know you, your needs, objectives and preferences.
  2. We help add definition to your future goals and aspirations; thus helping to shape your future financial needs.
  3. We then develop a bespoke plan to take you from where you are, to where you want to be.
  4. We can help you implement your plan and then review it on an ongoing basis to ensure it still fits your needs.

We are a firm of Chartered Financial Planners

We are proud to hold the Chartered Financial Planners designation from the Chartered Insurance Institute. It represents an independent ‘kitemark’ for quality in financial planning, and demonstrates our commitment and integrity. It is held by less than 10% of UK advisory firms. In addition, a high proportion of our Financial Planners hold Chartered status in their own right.

Because your circumstances are unique to you, we tailor our service to meet your specific requirements and develop bespoke financial plans to help you meet them.

Our expert Financial Planners can help you:

  • increase investment returns
  • avoid mistakes
  • become more tax efficient
  • ensure your future security
  • achieve your goals and offer peace of mind

How we use your personal data

You can find out about how we use any personal data we receive from you in relation to the services offered by Mercer Financial Planning in our Privacy Policy.

Note, a separate privacy policy applies to any personal data captured as a result of your use of this website. That can be found via the link at the footer of this page. 

Find out more

Help and Information

For help and information please call us on 0333 400 1106

*Calls will be recorded so that we can meet our regulatory requirements

*The value of investments can go down as well as up so you could get back less than you invested. Details of features, benefits and associated risks of investment solutions  would have been or will be made available as part of our recommendations



Mercer Financial Planning Services and Products


Trusted Advice


Expert financial planning advice to support you on life’s journey.



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On Demand Service


Tailored, regionally based advice service from highly qualified financial planners on an ad hoc basis.



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Retained Service


Tailored, regionally based advice service from highly qualified financial planners with annual reviews.



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How we manage your money


A guide to our services and how we manage your money.



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Managed Portfolio Service


An exclusive investment solution offering access to a range of carefully selected investment portfolios.



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Equity Release


Independent, expert advice on releasing some of the equity tied up in the value of your home.



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Business, Key Person & Stakeholder Protection


Essential protection for your business and your key people.



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Executive Advisory Service / Workshops and Webinars


Personalised individual executive advice tailored to an individual’s personal objectives.



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