“Dynamic, lateral thinking, highly knowledgeable and focus on attention to detail” – just one of the proud testimonials I have received from one of my clients.
In this session I will share with you the experience I have drawn from my 17 years in financial services, being the sole founder and Managing Director of Mercer & Associates Wealth Management
which I established in 2007. We are a proud Senior Partner Practice of St. James’s Place Wealth Management. The business has been built on a foundation of strong family values, integrity, trusted meaningful relationships with our clients and many years of excellent service. I am also proud to say that I am a Fellow of the Personal Financial Society and Chartered Institute of Insurance.
I will outline our wide range of high-quality wealth management services to individuals, trustees and businesses and the areas we specialise in. Tax planning, inheritance tax and estate planning, pre and post retirement, and protection planning are amongst the extensive range of holistic financial planning solutions we cover. Putting our clients firmly at the centre of everything we do is core to our culture. Come along and have a listen to my session, you never know how relevant this might be to your existing or potential situation!