The value of financial advice

9th May 2022

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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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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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