Helping you achieve your financial goals
Placing the foundations to build strong financial futures to help you achieve your financial goals.
When you work with us, we take the time to fully understand your financial objectives, aims, your family and even your business, before creating the foundations to help you meet your needs today and ambitions for the future.
We work closely with you to ascertain both your investment objectives and your attitude to risk from the outset. Our aims our built around your circumstances, needs and ambitions. Once we understand these we can build a strategic range of investment solutions built around you.
We build long-term relationships with our clients based on trust, integrity, expertise and service. This commitment is supported by our our clear commitment to fully understanding your financial goals at the very outset and continually working with you throughout our relationship in order to achieve your specific objectives.
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.