Expertise
- Inheritance Tax Planning
- investment planning
- Wealth Management
- Pensions on Divorce
- Pension Transfers
- Investment
Summary
We always take the time and make genuine effort to really listen to clients. We want to fully understand their wishes, fears and aspirations. This is always very much at the client’s own pace and in language that one can relate to.
We pride ourselves on building trusted long-term relationships with all our clients; founded on integrity, transparency and intelligent financial planning. This enables us to grow the majority of our business from client recommendations.
Experience
-
Mercer & Associates Wealth Management
Chartered Financial Planner
- Current
Qualifications
Chartered Financial Planner
Degree in Business and Economics
