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Continually thinking of ways to make our clients happier

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.

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.

Here is just a small sample of our clients’ experiences when working with us:


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.

“Willie has always provided us with expert financial planning and investment advice”

“We became clients of Willie McDonald of Merrick Financial Services due to a recommendation and what good advice that was. We have been clients for five years now and in that time 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. & Mrs. C

“His advice has alsways been of high quality, clearly explained and well suited to our needs”

“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. He is a pleasure to deal with and we recommend him highly.”
B.C. & J.C.

“I have complete faith in his recommendations”

“I was hoping to take early retirement but was very unaware of the status of my various private pensions. A good friend referred me to Willie McDonald and Merrick Financial Services. 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. Willie continues to advise me on my finances on a regular basis and I have complete faith in his recommendations. I would unreservedly recommend Willie and Merrick Financial Services to anyone looking for trustworthy advice.”
Miss C.S.

“Willie has kept us informed and up to date through regular meetings”

“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 C. & Mrs A.B.

“His calm and assured nature breeds confidence in the financial decisions we have made together”

“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.”
Mr S.F.

“William is skilled at ensuring that I fully understand my investments”

“I have used William’s professional service for many years and have always found him to be trustworthy, professional, considered and transparent. This has resulted in me referring him to family and friends, who have been similarly impressed. His advice to me 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 to my situation, keeping me fully appraised of developments. I have appreciated the trusted advice that William has offered to me over the years and would recommend his services.”
Mrs J.T.
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


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.

Chartered Financial Planner


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.

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