Who we are

At Mercer Private Wealth, we help you navigate through the complexities of today’s financial world. The choices available can often be bewildering; this is why we are here.

 

Our team of highly qualified financial planners and investment managers will work with you to build a successful financial future, where you can live a happy, secure and prosperous life.

 

We believe that your wealth should work for you. We look to simplify complexity on your behalf and ultimately energise your wealth.

 

We build relationships that span generations. So, whether you are seeking financial advice as an individual or as part of a company, we are ready to help.

 

To us it’s personal.

 

Steve Sands, Partner,
Mercer Private Wealth Leader

 

 

 

Financial Planner Chartered Standard

Pension Transfer Gold Standard

 

 

 

 

 

How we help

Our expert financial planners can support you or your company’s employees at any stage of your financial journey.

 

Some of the areas we can help with are:

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    Retirement planning

      


    Our financial planners advise on the most effective ways of planning for your retirement and more importantly when the time comes, the best way of drawing your pension funds. We will help turn the complexities of pension allowances, contributions levels, taxation and options at retirement into a clear plan and offer advice tailored to your individual needs. This plan can also continue into retirement and beyond.

     

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    Investment

      


    Whether you are considering a new investment or require support with managing an existing portfolio, our team of financial planners and investment managers are on hand to plan, manage and review your investments. Where possible, we use a variety of tax efficient investment vehicles to ensure your investments are working hard to energise your wealth and reach your financial objectives.

     

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    Protection

      


    Our financial planners are here to advise on protecting you from those unexpected life events that happen, whether that means protecting your family, your business structure and covering liabilities such as a mortgage. We can walk you through your risk mitigation options that suit your needs to ensure you, your family and your business are adequately covered.

     

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    Tax planning

      


    Taxation can be complicated and it is important to have a plan in place to ensure you make the right decisions for your individual financial situation. Whether it is minimising tax now (such as income or capital gains tax) or planning for the future, by taking steps to mitigate a future inheritance tax liability, our financial planners can guide and assist you throughout your journey. We will look to ensure that you get maximum return on your capital through use of various tax-advantaged investments and making use of tax allowances such as ISA and pension contribution limits. When taxation rules change, we will be on hand to refine and update as necessary.

     

Howe we help 


 

 

 

Let’s hear from our clients

 

 

 

 

Did you know?

⇧ £1.2bn

of Assets under Discretionary Management

30+

financial planners

5k+

clients

Source date: 13/01/2021

 


 

Important information: please remember that the value of investments, and any income from them, can fall as well as rise so you could get back less than you invest. Tax rules can change and the value of any benefits depends on individual circumstances.

 

Meet the team

 

 

We have a team of financial planners who create order from complexity and support you and your family in planning for your future and achieving your financial goals. Let’s meet the experts behind Mercer Private Wealth.

 

 

 

FAQ

 

 

 

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