Mercer & Associates

At Mercer & Associates, we are a Chartered firm of Financial Planners with a mission to help individuals, families, and businesses achieve their financial goals and secure their financial futures. With a team of experienced and qualified professionals, we are committed to providing personalized and tailored financial planning services that cater to the unique needs and aspirations of each of our clients.

Our Story

Our story began when we first opened our doors in Chester, offering a unique approach to financial planning that focuses on building long-term relationships and providing expert advice to help our clients achieve their financial goals. We are proud to have attained Corporate Chartered status, a prestigious designation that is awarded to only the leading financial planning firms. This achievement is a testament to our dedication to excellence, professionalism, and integrity.

What it means to be Chartered

As a Chartered firm, we have demonstrated our commitment to the highest standards of professionalism, ethics, and expertise. Our Chartered status is a guarantee that our clients can trust us to provide expert financial guidance and advice that is tailored to their individual needs and circumstances.

Our Services

At Mercer & Associates, we offer a comprehensive range of financial planning services that cater to the needs of individuals, families, and businesses. Whether you are looking for expert advice on financial planning for your personal or business affairs, we are here to help. Our services include:

• Business Owners: We have extensive experience in creating bespoke financial plans for business owners, helping them to minimize their tax liabilities, optimize their cash flow, and achieve their business goals.

• Individuals & Families: We provide expert financial planning advice to individuals and families, helping them to achieve their financial goals, protect their financial assets, and secure their financial futures.

• Working with Other Professionals: We have developed strong relationships with other professionals, including accountants, solicitors, and other financial advisors, allowing us to provide a comprehensive service to our clients.

Why St. James's Place

We are proud to be affiliated with St. James's Place Wealth Management plc, a leading wealth management company that shares our commitment to excellence, professionalism, and integrity. This partnership enables us to provide our clients with access to a wide range of investment products and services, as well as a global network of experienced financial professionals.

Our Work Supporting Charity

At Mercer & Associates, we are committed to giving back to our community through our charitable work. We are proud to support various charitable initiatives and organizations that align with our values and mission.

Resources

We have created a range of resources to help our clients make informed decisions about their financial affairs. From articles and news to videos and insights, we aim to provide you with the latest information and advice on the latest financial topics.

Visit Us

We invite you to visit us at our office in Chester, where you can discuss your financial goals and aspirations with our experienced team of financial planners. We look forward to working with you to achieve your financial future.