Our Clients
Peace of mind for your family’s financial future
Our clients are individuals who are serious about structuring their affairs to enjoy a lifestyle that they have worked hard for. They appreciate that we are focused on building long-term, collaborative relationships with an emphasis on a personalised service. We work closely to build a long-term relationship identifying the best solutions to meet your exact requirements and aims.
A proportion of our clients may be approaching the time of their life when they are considering retirement and are looking to use their accumulated funds, be they pensions, savings or investments to generate income.
Our clients benefit from receiving local, trusted, knowledgeable advice; we offer truly independent financial advice covering the entire spectrum of financial products, working closely with you to build a long-term relationship that identifies the best solutions to meet your exact requirements.
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
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.
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.