A trusted partner in planning your financial future
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.
We’re proud to have attained Corporate Chartered status – the gold standard for financial planning firms, and something that only a relatively small number of practices achieve. This means you can be sure that when you work with us, you’ll benefit from the very best advice, service and support – all the friendly, professional assistance you need to build the financial future you want.
Our StoryWhat it means to be Chartered
Only the leading financial planning firms can call themselves Chartered Financial Planners, and we’re very proud to be among those awarded this prestigious designation.
Learn MoreHow we help
The key to achieving your future goals and aspirations is to create a strategic financial plan designed around your personal circumstances.
Whether you want expert advice on financial planning for you and your family, or you need specialist help to make the right financial decisions for your business, we’ll design the right plan for you and your future.
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. We have vast and specialist experience in creating the best outcomes for business owners.
For individuals & families
Whatever your aspirations and goals for you and your family, a robust strategic financial plan can help make sure they happen. And although life will always be unpredictable, we can help you prepare for the uncertainties ahead.
Building long-term relationships and guiding our clients towards financial peace of mind has always been our mission.
Meet the TeamLatest News, Events & Resources
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At a glance Finding a buyer for your business is a lot like dating. Approaches from potential acquirers
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At a glance Time to take stock of your ISAs ‘Max out your ISAs.’ It’s the tax year-end
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