Private wealth makes money simple for everyone

Knowing where to start with investment strategies, or understanding how much you need to save in a pension for a comfortable retirement isn’t always straightforward.

Mercer’s Private Wealth team support individuals on every step of their financial journey. We can help everyone make the most of their money and build a brighter financial future.

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

Speak to a Mercer financial planner today

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Boost individuals’ financial planning today

Mercer’s Private Wealth Financial Planners help individuals take control of their personal finances and feel confident about the future.

  • Private wealth management

    We help you navigate through the complexities of today’s financial world. 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.

  • Financial wellbeing

    Mercer provides holistic financial wellbeing solutions that can support an entire workforce.  Recognising the connectivity between physical, mental and financial health, we have pulled together knowledge and experience to offer programmes that will address your people risk.

  • Investments

    Discover research, advice, investment solutions and OCIO services designed to help investors capture opportunities, manage risks and achieve financial objectives.

  • Sustainable investment

    Drawing on two decades of experience, we offer research, advice, tools and solutions to help you wherever you are on your sustainable investing journey.

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Disclaimer: Please note that the value of investments, and any income from them can fall as well as rise so individuals could get back less than they invested. Tax rules can change and value of any benefits depends on individual circumstances.
'At retirement’ can be a seemingly complex arena. Carl Staveley offers insight to how Mercer Private Wealth can help navigate through these complexities and why it’s never too late to get help.
Emma Lloyd-Jones shares the most common concerns and things to consider when discussing Inheritance Tax, and how planning for your own estate can help your loved ones.
Claire Keen, Financial Planner at Mercer Private Wealth, shares why women should seek financial advice and start planning for retirement as early as possible.

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Get in touch to learn more about our private wealth management solutions.