How We Help

Business Owners

Business Financial Strategy Personal Financial Planning Your Bespoke Financial Plan Creating a balanced financial strategy for you & your business

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.

Without a strategic financial plan, however, you might find you’re not as well prepared for the future as you could be, and that can impact on your family and business colleagues too.

We have specialist expertise in working with business owners and company directors – particularly small and medium-sized enterprises with turnovers of between £1 million and £70 million – to help put a strategic financial plan in place. By considering personal finances in tandem with those of the business, we create integrated solutions built for tomorrow as well as today.

From growing your business to planning your exit strategy, and helping you and your fellow directors deal with things like pension planning, shareholdings and tax, we create a long-term strategic plan designed to help you get the most from your assets – and help you benefit from your years of hard work.

Exit planning may include the referral to a service that is separate and distinct to those offered by St. James’s Place.

Building long-term relationships and guiding our clients towards financial peace of mind has always been our mission.

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What do our clients say?

Great outcomes and service are what we always strive to provide, but instead of us just saying this – why not listen to what our clients think about us in their own words! Generating trust, over many years, with our clients means they are happy to advocate our service and refer us to friends and family.

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Specific Services For Business Owners

When you choose to work with Mercer & Associates you are enlisting a vastly experienced partner to help guide and coach your financial decisions. Below is a snapshot of some of the services we may suggest to help your business and personal finances flourish.

Referral for exit planning

Tax planning for business owners

Creating financial independence

Cashflow management

Protection against risk

Referral for asset-backed lending

Succession Planning

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