Mercer & Associates Wealth Management Ltd

We advise on many aspects of wealth management, helping individuals of widely differing resources or life stages. This includes access to the exclusive range of
St. James's Place products which offer many important benefits. Perhaps the most remarkable is the distinctive and highly successful approach to investment management.

We are also able to assist businesses in the increasingly complex area of corporate financial planning, from pensions through to insuring against the loss of a key Director.

Investments	Personal & Corporate Tax Planning
Lifetime Mortgages*	Trust and Estate Planning**
Mortgages	Private Medical Insurance
Business Protection	Critical Illness
Income Protection	Retirement Planning
Portfolio Management***	Life Assurance
Long term care	Business Exit Strategy***
Employee Benefits	Inheritance Tax Planning
Pensions in Divorce service	Trustee Investment Planning

Whatever your circumstances, we can create a financial strategy personalised to the specific needs relevant to you as an individual, your family or your business.

*For the features and risks associated with a lifetime mortgage, please ask for a personalised illustration.
** Trusts are not regulated by the Financial Services Authority.
***This may involve a service that is separate and distinct from those offered by St. James's Place.

Your home may be repossessed if you do not keep up repayments on your mortgage.