How Mercer Private Wealth can help shape and secure your future

Mercer will partner with you so you can navigate your finances to meet evolving needs and key life events.
  • Mercer will prepare you for the future
    Life is often confusing, and managing your wealth is no exception. A financial planner can guide you; backed by the resources and strength of a global organisation. Mercer Private Wealth will help you reach your financial goals.
  • We are more than just ‘wealth planners’
    Wealth planning means different things to different people. You might want advice about a pension, for example, or about planning an inheritance, general investments or even just saving for a rainy day. Then again, it may be that you simply want help managing your wealth. Whatever your requirements, with Mercer Private Wealth, you can expect sound judgement, respectful challenge and a solid partner. A partner who is at the cutting edge of new approaches, including sustainable investing.
  • We know your journey is personal
    We will aim to understand your circumstances and financial goals. So we will get to know you before we start the detailed work of preparing your financial plan. Once you have reviewed your plan and are happy with it, we’ll implement it. We’ll be there with you and for you at every stage. We hope that this is the beginning of a successful journey together. Our client relationships tend to last a very long time.

How we can help

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, held by less than 15% of UK advisory firms. Holders of the Chartered Financial Planner qualification are among the most experienced and most qualified advisers in the profession.

Begin the journey with Mercer Private Wealth

Every journey is different, and we understand your journey is personal. Navigating through the complex, financial landscape requires careful and detailed planning to plot the right course for your retirement and beyond. Here’s what you need to know.
  1. How to get started
    Navigating your financial journey requires careful and detailed planning. We are here to understand your circumstances and design a plan that directs you on the right course to achieve your financial goals in the future. Start a conversation with us and we’ll guide you through each stage of our successful journey together.
  2. Getting to know you and formal engagement

    Our starting point is an introductory call with one of our financial planners. We will listen carefully to your circumstances and your goals and be able to gauge whether we can help. It’s an opportunity for you to get to know us too. If we both agree that you need our services, we will set sail together.

    We will follow up with a written letter of engagement, which clearly sets out our broad proposals and our applicable fees. Once you’re happy with this and have reviewed, signed and returned the letter, we can move forward.

  3. Fact-finding, analysis and discussing your plan

    When we meet, we will seek to understand the full detail of your financial and personal circumstances in order to obtain a full picture of your situation. From that, we will be able to help you to define your priorities. To back up our analysis, we may contact your existing product providers for more information. Once we have all the information, we will construct your wealth management roadmap.

    We will send you our recommendations in writing. After giving you time to digest our proposal, we will set up a meeting to discuss.

  4. Bringing your plan to life and energising your wealth

    With your agreement, we will turn your plan into reality. We will take care of the administration and necessary paperwork. While this can be time-consuming, we will keep you informed at all times.

    Nothing stands still, whether your personal circumstances or external matters. By meeting regularly, we can be flexible and constantly adjust your wealth management roadmap as things change in order to ensure it remains suitable.

    We build long-term relationships with our clients and give you peace of mind that everything is in hand throughout your journey.


of our clients strongly value the annual review that takes place with their Mercer Financial Planner


of our clients agreed that working with Mercer Private Wealth experts has made them feel more confident about their financial position

Meet the team

Our team of experienced financial planners are dedicated to delivering holistic advice that engages clients in a professional and personable manner. We believe in leading by example and simplifying complex financial concepts to ensure our clients have a clear understanding of their options. With our expertise and approachability, we strive to provide exceptional service that exceeds expectations. Whether you are seeking advice for retirement planning, investment opportunities or any other financial planning matter, our team of chartered planners are here to assist you every step of the way.

Mercer Private Wealth - retirement planning, investments, protection, tax planning

Our expert financial planners can support you or your company’s employees at any stage of your financial journey. Some of the areas we can help with are:
  1. Retirement planning
    Our financial planners advise on the most effective ways of planning for your retirement and more importantly when the time comes, the best way of drawing your pension funds. We will turn the complexities of pension allowances, contribution levels, taxation and options at retirement into a clear plan and offer advice tailored to your individual needs. This plan can also continue into retirement and beyond.
  2. Investments
    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. 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.
  3. Protection
    Our financial planners are here to advise on protecting you from those unexpected life events that happen, whether that means protecting your family, your business structure and covering liabilities such as a mortgage. We can walk you through your risk mitigation options that suit your needs to ensure you, your family and your business are adequately covered.
  4. 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.

Talk to us

Get in touch to speak to a Mercer Financial Planner.