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Mercer financial planning

0204 579 2122

Why Mercer Private Wealth?

At Mercer Private Wealth, we help you navigate through the complexities of today’s financial world. The choices available can often be bewildering; this is why we are here.

Our team of highly qualified financial planners and investment managers will work with you to build a successful financial future, where you can live a happy, secure and prosperous life.

We believe that your wealth should work for you. We look to simplify complexity on your behalf and ultimately energise your wealth.

We build relationships that span generations. So, whether you are seeking financial advice as an individual or as part of a company, we are ready to help.

To us it’s personal.

Chartered experts

We are proud to hold the Chartered Financial Planners designation from the Chartered Insurance Institute - the industry’s ‘gold standard’. It represents an independent ‘kitemark’ for quality in financial planning and demonstrates our commitment and integrity and is, held by less than 10% of UK advisory firms. Holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.

How we help

Our expert financial planners can support you or your company’s employees at any stage of your financial journey.

Because everyone’s circumstances are unique, we tailor our service to meet your specific requirements. After we have helped you to define your goals, we will work with you to develop a bespoke financial plan to help you meet them.

Some of the areas we can help with are:

  • Retirement planning
    Our financial planners advise on the most effective ways of planning for your retirement and, when the time comes, the best way of drawing your pension funds. We will help turn the complexities of pension allowances, contributions levels, taxation and options at retirement into a clear plan, which can continue into retirement and beyond.
  • Investment
    Whether you are considering a new investment or require support with managing an existing portfolio, our team of financial planners and investment managers are on hand to plan, manage and review your investments.

    There are a number of ways in which we can do this, including our exclusive Bespoke Discretionary and Model Portfolio services.

    Where possible, we use a variety of tax efficient investment vehicles to ensure your investments are working hard to energise your wealth and reach your financial objectives.
  • Tax planning
    Taxation can be complicated and it is important to have a plan in place to ensure you make the right decisions for your individual financial situation. Whether it is minimising tax now (such as income or capital gains tax) or planning for the future, by taking steps to mitigate a future inheritance tax liability, our financial planners can guide and assist you throughout your journey. We will look to ensure that you get maximum return on your capital through use of various tax-advantaged investments and making use of tax allowances such as ISA and pension contribution limits. When taxation rules change, we will be on hand to refine and update as necessary.

Get in touch with the Mercer financial planning team

Your Mercer Financial planner

Your Mercer Financial planner is able to provide advice across a wide range of different financial issues. This could cover:

- Investment advice aimed at growing capital and/or generating income

- Tax and trust planning

- Cashflow forecasting and scenario planning

- Life insurance for individuals and businesses

- Retirement planning and retirement income options

Exclusive investment service

Mercer Managed Portfolio Service is an investment option exclusively available to our clients. It offers a balanced solution for clients, created to provide realistic investment returns over the medium to long term, whilst monitoring and controlling risk and cost.

Business protection

As a successful business owner you’ll be used to managing the risks to your business. However, have you considered the impact on your business of losing one of your key people; a valuable employee, co-owner or partner? And what would be the impact should anything happen to you?

Financial strength

Mercer is the discretionary investment manager for the portfolios. They research and blend together a range of underlying investment funds that seek to deliver attractive returns while controlling associated volatility and costs. Mercer has been dedicated to meeting the investment needs of its clients for more than 40 years. It works with individuals, businesses and foundations in over 20 countries, with $10.2 trillion in assets under advice globally (as at 30 June 2017).

The value of investments and income from them may go down. You may not get back the original amount invested.

Mercer Financial Planning is a trading name of Mercer Limited which is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales No: 984275. Registered address: 1 Tower Place West, Tower Place, London, EC3R 5BU. Not all products and services offered are regulated by the FCA.