Email: william@merrickfinancialservices.co.uk Call: 01273 835927

Best Practice IFA Group

Dedicated and tailored financial solutions and wealth management

Merrick Financial Services is a member of Best Practice IFA Group Limited, which is a financial services network that promotes a high-level of market standards through the provision of back-up resource, training and support.

Best Practice IFA Group is the only chartered financial network in the UK. It is fully independent and impartial and aims to provide its members with the best service and support in the UK.

The network promotes a high-level of market standards through the provision of back-up resources, continued training and support. This means that as a client of Merrick Financial Services, you can be sure you are being offered a bespoke service with advice and a whole of market and independent choice of products and services for you at institutional rates.

In order to maintain the highest levels of client service, whilst operating as an independent financial adviser, we combine the collective power of Best Practice IFA Group, which is able to maintain high-level relationships with virtually all Insurance Companies, Investment Houses, Pension Providers and Platforms. This means that we can remain independent whilst offering you a choice of products and services from the whole of market at institutional rates.

Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority. The registration number for Best Practice IFA Group is 223112 and a full list of members can be found on the FSA register.

Best Practice IFA Group

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.

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.

Chartered Financial Planner

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

Experienced

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

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.

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. 

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.

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