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4th February 2022

Whatever your financial goals, don’t miss this year’s use-by date for your tax allowances

Don’t let your tax allowances and reliefs go to waste – make sure you take action before the

The importance of an annual tax review

At a glance It’s important to keep an eye on your tax position to ensure you’re neither overpaying

We are a Chartered firm of Financial Planners

This means we have satisfied rigorous criteria relating to professional qualifications and ethical good practice.

Only the UK’s premier financial planning firms qualify for Chartered status, so you can be confident that you are dealing with a leading business that is wholly committed to providing you with the best possible advice, service and support.

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Mercer & Associates together with St. James’s Place Wealth Management plc are the data controllers of any personal data you provide to us. For further information on our uses of your personal data, please see the our Privacy Policy or the St. James’s Place Privacy Policy.

About

At Mercer & Associates, we help you and your loved ones plan for the future you want. Based in Chester but with a nationwide reach, we take time to get to know you, building a long-term relationship and a focused financial plan designed to deliver on your aspirations and goals.

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What We Do

For individuals and families

Whatever your aspirations and goals for you and your family, a robust strategic financial plan can help make sure they happen.

For business owners

Owning and running a business can be demanding, and it isn’t uncommon for those at the top to give their personal and business finances less attention than they deserve.

Mercer & Associates Wealth Management Ltd 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.

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.

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