Darren established Mercer & Associates in 2007, having previously worked at HSBC for 7 years advising on a wide array of financial planning services. HSBC gave him an excellent grounding to set up Mercer and Associates with a desire to be more bespoke, offering client’s tailored solutions underpinned by excellent service.
Developing trust and credibility is at the heart of everything Darren does. He has a great understanding of the intricacies surrounding many complex financial scenarios and a great ability to distil these down to the client’s benefit.
Being a Chartered Financial Planner is an important part of Darren’s technical work ethos and demonstrates that he is at the forefront of his profession. In 2020 he built upon his Chartered status and gained a Fellowship of The Personal Finance Society, further demonstrating his commitment to knowledge, experience, and professionalism. The award serves as a mark of trust with clients and business connections.
Darren has forged useful relationships with adjacent professionals in order to provide maximum benefit and whole industry advice to his clients, working collaboratively to ensure a coherent and seamless experience.
With over 21 years’ experience in Financial Services, Darren is extremely proud of the service he and his team deliver in an ever-changing financial environment.
Over the last few years, Darren has advised many business owners on a wide range of planning issues including succession planning, tax minimisation strategies and aspects of exit planning. He has also advised on some particularly complex IHT, trust and legacy plans and Defined Benefit Pension Schemes.
Aside from working, Darren spends his spare time with his partner and dog enjoying the garden, walks in the Cheshire countryside and cooking a fabulous (if he does say so!) Sunday roast.
Trusts are not regulated by the Financial Conduct Authority.
