In order to provide relevant and timely advice for our clients, we take an ‘holistic approach’ to financial planning. In other words, we hope to understand not only our clients’ current requirements but also how all the different financial aspects of their lives fit together.
We have a team of financial services specialists who provide advice to both individuals and businesses and, where relevant, work closely with other specialists within Mercer & Hole to provide an integrated service. In particular, contact with colleagues working in taxation, family wealth planning, business advisory and trustee services takes place on a daily basis.
We provide comprehensive, impartial advice, tailor-made to each individual client’s circumstances. Our advice is fee based and is not tied to any life company. We are, therefore, truly independent and are flexible, either rebating any commission due to be set against our fees, or allowing the commission to be rolled up to enhance the investment.
Our services include:
- Personal pension investment and review
- Company pension schemes investment and review
- Retirement planning
- Strategic advice
- Life assurance, critical illness and permanent health insurance
- Tax effective investments
- Onshore and offshore investment plans
Please contact us or talk to a member of our team for more information.
Mercer & Hole is authorised and regulated by the Financial Services Authority.
