Working With Other Professionals

They are connected to every aspect of your life, from your home and business to other family members and work colleagues. That means that the decisions you make in relation to your personal and professional finances can have an impact in other areas too – and vice versa.

Building relationships

For this reason, we work closely with other professionals including accountants, solicitors, family offices and so on. Sometimes, we refer our clients to other trusted professional services as part of our financial planning – to write a will*, for example, or to provide legal advice – and we, in turn, are able to offer advice to clients who are referred to us by other professionals.

The result is that you have access to a joined-up team committed to delivering the services you need, when you need them.

A trusted relationship/collaboration with professionals

If you are a professional who sometimes needs to refer clients to a financial adviser or planner, we are always ready to discuss ways in which we can work together.

We can help your clients with a wide range of financial planning expertise, offering a high-quality service that both you and your clients can rely on. If you regularly meet clients who are likely to benefit from our financial planning services, referring them to us can be an excellent way to make sure they get the trusted advice they need while strengthening your own relationship with the client.

Get in touch

At Mercer & Associates we are always keen to hear form Professional connections such as accountants, tax specialists and legal professionals.

Based in Chester, but with a nationwide client base we would welcome you to get in touch to talk further about growing our professional relationships.

*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.