Senior Partner Practice of St. James's Place Wealth Management
Darren Mercer is the sole founder and Managing Director of Mercer & Associates Wealth Management who are Chartered Financial Planners. Mercer & Associates was established by him in October 2007 and was founded based on Darren's passion to provide a quality service underpinned by trust, honesty and integrity.
Prior to this, Darren had a successful career working for HSBC Bank Plc for seven years in the North West.
Darren has worked in financial services for over 17 years in which time he has undertaken a significant number of qualifications, the most significant one achieved was in 2016 when he became a Chartered Financial Planner through the Chartered Insurance Institute (CII).
Darren is a Fellow of the Personal Finance Society and Chartered Institute of Insurance.
Darren’s time is focused on the following:
Creating strategic plans for our clients
Focusing on the Companies’ growth strategy
Darren specialises in:
Complex trust* planning
IHT and estate planning
Reviewing existing pension and investment assets
Succession and aspects of exit planning for business owners
Tax efficient profit extraction
In his spare time Darren has a keen interest in travelling, playing squash and watching local rugby team Wirral of which Mercer & Associates are a proud sponsor.
*Trusts and wills are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Mercer & Associates Wealth Management Ltd is registered in England and Wales, Number 6532938. Registered Office: Heritage Place, 1 - 2 Grosvenor Court, Foregate Street, Chester, CH1 1HG, England.