Planning to retire soon or want to invest for your future today
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. William McDonald is one of the few UK regulated advisers holding both Chartered and Certified Financial Planner qualifications.
Offering independent, unbiased and unrestricted financial advice 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.
From the outset, we aim to gain a full and clear understanding of your circumstances, future plans and ambitions. We then work with you to provide a solution to your financial needs that you understand and are comfortable with.
Our reputation is built on trust and integrity over many years, building on long-term relationships that last. We use modern methods along with a commitment to deliver the best independent and unbiased financial advice possible. It is our focus on our values and understanding what is truly important to you that results in a willingness of our clients to continually recommend our services to family, friends and colleagues.
Providing the very best financial advice for our clients
We work in partnership with our clients, building long-term relationships and most importantly, we are committed to giving you the confidence and control of your finances you need. Whatever the stage in life you’re at, or what your financial objectives or goals are, we will get to know you and work with you to help you achieve them.
Independent Financial Advice
We are completely committed to providing our clients with totally independent and unbiased financial advice for life. In practice, this means transparent charges, tax-efficient fee based solutions, and above all, never allowing provider incentive to cloud our judgement during the advice process.
We offer advice on an ‘Independent’ basis. This means that we provide unbiased, unrestricted advice based on a comprehensive and fair analysis of the relevant market, giving due consideration to the full range of retail investment, pension and life products available in the marketplace which may be suitable for you.
What is a Chartered Financial Planner?
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.
Chartered Financial Planner status is the ultimate symbol of professionalism. The title is granted by the Chartered Insurance Institute (CII), the professional body for insurance and financial services and applies only to appropriately qualified CII members who are providing financial planning advice or related activities, to individuals or corporate entities.
Why choose Merrick Financial Services
We have over 30 years financial services experience in providing Independent Financial Advice to clients both locally and across the UK.
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.
The Chartered Insurance Institute (CII) consider a Chartered Financial Planner as the “gold standard of financial planning” for ethics and professionals.
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.