Client A
A business owner from Cheshire who came to us 6 years ago after selling a 50% shareholding in his business.
From growing your wealth to protecting what you’ve earned to securing your children’s future, we take a holistic approach to designing your strategic financial plan. We can even protect your income in case you’re unable to work, and help make sure your will is properly written to look after the people you love.
In everything we do, we look at the big picture and stay with you for the long term, adapting your plan to your changing priorities as the months and years go by.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James’s Place. Wills are not regulated by the Financial Conduct Authority.
Building long-term relationships and guiding our clients towards financial peace of mind has always been our mission.
Get in TouchWhen you choose to work with Mercer & Associates we will guide you with a clear financial strategy and explain all of the various products and services that we recommend in clear, jargon-free language. Below is a snapshot of some of the services we may suggest as part of your bespoke personal financial plan.