Financial Planning
M&H Financial Planning is an integral part of Mercer & Hole. This connection allows us to offer a unique integrated service combining tax and financial advice for both individuals and businesses.
At M&H Financial Planning we are fiercely proud of our independence, and are fully committed to providing you with impartial advice.We will always endeavour to act in the best interests of our clients, and believe strongly in being open and honest in all of our dealings with you. By doing so we aim to build a productive long-term relationships. We are also firm believers in adopting a collaborative approach when dealing with your other professional advisers, allowing all sides to work together for your mutual benefit.
Our approach
Our clients tell us that they value honesty, integrity and service as much as the knowledge we apply to their financial affairs.
We aim to deliver these four key qualities of service by:
- Focussing our advice on what you want to achieve now and in the future.
- Providing bespoke solutions.
- Doing what we say we will do.
- Communicating and explaining the strategies we recommend in straightforward plain English, with a minimum of financial jargon.
Your contact will be with a dedicated team. This allows a long term relationship to develop. We pride ourselves on a very low level of staff turnover, offering you stability and a constant point of contact.
We always aim to provide value for money for our clients. This can either be through direct financial benefits such as reducing costs, saving you tax, or through less tangible benefits such enhanced take-up and appreciation of the benefits provided for staff.
Qualified
Our advisory and technical support team are all highly qualified, and are members or affiliates of a number of regulatory and trade bodies, including:
- The Chartered Insurance Institute
- The Institute of Financial Planning
- Society of Trust and Estate Practitioners
- The Chartered Institute of Securities and Investment
Continued membership of these bodies require an ongoing commitment to professional development, which is vital in our ever-evolving financial landscape.
Call us today to discuss your individual or business requirements on 0845 828 1000 or email one of our M&H Financial Planning team.
