Private Client Services
We are passionate about our service to private clients and true to our approach to all our clients, we aim to get very involved in their affairs.
A vital part of the work undertaken by Mercer & Hole focuses on managing wealth for individuals and families to protect their financial concerns. The current structure of your affairs can have an important effect on the future wealth of your family.
The “trusted adviser role” is nowhere more important than in dealing with individuals, but also whole families. All of our clients want to organise their financial affairs, particularly where it involves taxation, not only in an efficient manner, but to achieve their own personal objectives.
I am delighted that private clients form such an important part of Mercer & Hole’s practice, for example, we act for hundreds of trusts and are increasingly finding ourselves helping other professional firms in this complicated area.
One of our most common aims is not only to protect wealth for the existing generation, but to make sure that it is as well protected as possible for future generations. I hope that you will take the time to look at some of the services we can offer by clicking on the links on the left and if I, or any of my team can help you further, please do not hesitate to contact us.
Gill Tallon, Private Client Partner