Articles/Newsletters

Newsletter

Your wealth matters | Issue 4

The focus of this Spring Newsletter is protection. Although financial protection comes in many forms, we will be concentrating on the wellbeing of you and your family.


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Newsletter

Your wealth matters | Issue 3

Our autumn wealth management newsletter discusses how the inflationary environment is affecting your wealth and the actions you should consider to prepare for a period of potentially higher inflation.


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Article

When wealth planning helps women thrive

Clever financial management can help women thrive. Often it’s a question of knowing where to start. Our financial experts discuss four areas you need to consider to help you manage your wealth more effectively.


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Newsletter

Your Wealth Matters | Issue 2

Our second quarterly wealth management newsletter explores various ways in which ESG factors are increasingly important for your wealth.


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Article

Women’s Wealth

Differing life priorities, attitudes towards future wealth and levels of risk aversion to investing often lead to different financial journeys for women and men. Let us tell you why.


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Article

Making the most of your money

With taxes rising and people living longer, it’s essential to make full use of personal allowances and long-term investment options. Do you know how to make your money work for you?


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Newsletter

Your Wealth Matters | Issue 1

We are delighted to share with you our brand new quarterly wealth management newsletter. This first issue looks at how COVID-19 could be affecting your wealth.


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Blogs

 

How giving up part of your monthly salary can make financial sense
 

Social care: what do the changes mean to you and your family?
 

Financial considerations for you and your loved ones when part of the Sandwich Generation


Important notice:

 

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.

 

Webinars

23 November 2021

Women’s Wealth webinar series

Our panel discuss how the new Health and Social Care Levy will affect you and the steps you can take to supporting your loved ones whilst safeguarding your plans.
30 June 2021

Women's Wealth - When Women Thrive

Our experts will discuss the ways in which taking financial advice can enable women to achieve long-term financial goals and energise their wealth.

4 March 2021

Your Wealth Matters

We look into client behaviours amidst the pandemic, sharing our learnings and highlighting key themes that have emerged in the financial landscape.

 

Videos

Let’s talk money – Pension planning

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Neville Khorshidchehr explains why planning for your retirement is important and how Mercer private Wealth can help.

Let’s talk money – At retirement

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‘At retirement’ can be a seemingly complex arena. Carl Staveley offers insight to how Mercer Private Wealth can help navigate through these complexities and why it’s never too late to get help.

Let’s talk money - Inheritance Tax

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Emma Lloyd-Jones shares the most common concerns and things to consider when discussing Inheritance Tax, and how planning for your own estate can help your loved ones.

Let’s talk money – Investments

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Hilary Winn reveals why we should invest and what it means to do so. Hilary also talks about portfolio risk and what Mercer Private Wealth does to protect against them.

Let’s talk money – Protection

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James Lupan discusses why protection is so important and why we should prepare for the unexpected.

Women's Wealth - Planning for the future

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Claire Keen, Financial Planner at Mercer Private Wealth, shares why women should seek financial advice and start planning for retirement as early as possible.

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