Email: william@merrickfinancialservices.co.uk Call: 01273 835927
A full range of financial planning services tailored to your needs

Financial planning to help you live the life you want

Whether you are retiring soon or you want to invest for the future today - welcome to Merrick Financial Services

Peace of mind for your family’s financial future

Not all financial advisers are the same. The amount of value an adviser can add to your financial situation varies considerably. We offer independent, unbiased and unrestricted financial advice which means that we provide advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the entire range of investment, pension and life products available in the financial marketplace which may be suitable for you.

Chartered status is an aspiration all firms try to achieve and shows that we, and our financial planners have committed to the highest levels of technical knowledge and understanding through professional examinations.

Why choose Merrick Financial Services

Experienced

We have over 30 years financial services experience in providing Independent Financial Advice to clients both locally and across the UK. 

Chartered Financial Planner

Qualified

The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals. 

Proven

We have a proven track record in providing sound financial advice to hundreds of clients who we have built strong relationships with over many years.

Professional

We provide a professional approach to financial planning, undertaking a genuinely empathetic interest in your personal concerns in order to achieve your objectives along the way.

Our services

We our committed to understanding your goals from the outset, working with you to build a relationship to help you live the life you want.

What our clients say

Mr. & Mrs. C.

Kent

“Willie has always provided us with expert financial planning and investment advice and has always dealt with us in the same extremely efficient and friendly manner.  He regularly keeps us updated and explains everything clearly, allaying any anxieties that we may have. It is a pleasure to work with Willie and have no hesitation in recommending his professional services to anyone looking for sound independent financial advice. 

Mr B.C. & Mrs J. C.

Sussex

We have used William McDonald of Merrick Financial Services as our IFA since 2007, and have been delighted with the service he has provided over the years. His advice has always been of high quality, clearly explained and well suited to our needs. He is very reliable, always does what he says he will do quickly and with the minimum of fuss, and we have been very pleased with the outcomes from his recommendations.

Miss C. S.

Sussex

Willie took the information I had and clarified for me exactly what my income would be. He made sound recommendations around managing my funds and as a result I retired a year ago with an income which surpassed my expectations.

Mr C. & Mrs A. B.

Sussex
“We have consistently received good advice and our investments have matured well in a difficult market. Willie has kept us informed and up to date through regular meetings. The online platform is well set out and allows for easy tracking of performance.”

Mr S. F.

Cambridgeshire

William has provided me with sound financial support for a number of years. His calm and assured nature breeds confidence in the financial decisions we have made together. I have total confidence that my current and long term financial planning is supported, understood and secure.

Mrs J. T.

Surrey

I have used William’s professional service for many years and have always found him to be trustworthy, professional, considered and transparent. His advice has been sound, resulting in robust investments while being in keeping with my wishes. William is skilled at ensuring that I fully understand my investments and provides tailored advice, keeping me fully appraised of developments.

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