Private wealth newsletter 

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Finances can be complex. Let’s look deeper.

Whether you are exploring the world of investments, pensions, tax, or simply looking to see if your wealth is working hard enough for you, Mercer Private Wealth and our team of experienced financial advisers can help.  We write newsletters to offer informative and useful insights covering topics such as; financial planning, inheritance tax, retirement planning, cost of living crisis and financial wellbeing.

Key findings from the latest edition

  • Financial wellbeing from a female perspective – women can often face unique financial challenges, the women in wealth team at Mercer private wealth bring their perspective in this issue to a range of financial matters and things to consider when engaging with a financial planner.
  • Financial planning meetings provide an opportunity to assess your current financial situation, set goals, and create a roadmap for achieving them. By actively participating in these meetings, you can gain a better understanding of your finances, make informed decisions, and take control of your financial future.
  • Without a will or LPA, your estate may be subject to intestacy laws, which may not align with your wishes. This can lead to disputes among family members and unnecessary delays in the distribution of your assets. By taking the time to create these legal documents, you can protect your loved ones and ensure that your wishes are carried out.

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