An investment strategy to secure your financial future
We approach Wealth Management differently to many other financial advisers, taking the time, first and foremost, to fully understand your goals and aspirations. Only then will we offer comprehensive wealth solutions to help you achieve what’s most important – achieving your personal aspirations, ensuring the success of you and your family and securing a legacy for the future.
We are committed to managing your wealth in a way that reflects your life’s vision and values, because we believe that the greatest returns are realised when you grow more than wealth.
Our aim is to create an investment strategy and financial plan to meet a number of financial goals with the investments and financial planning needs and to review these on a regular basis, to ensure that they remain on track.
The whole is more than the sum of its parts
We do not reserve the word ‘wealth’ for the super-rich, we simply refer to it as an accumulation of resources, whether abundant or not. Our Wealth Management Process considers how all your Pensions Savings and Investment Products overlap and interact with one another in order to formulate the most efficient strategy for your needs.
In addition to any investments we then consider the wider picture which we call holistic financial planning. Therefore in order to construct an all-encompassing financial plan for our clients, we will consider Mortgages, Income Protection, Protection, Pensions, Savings, Investment, Taxation and Trusts.
We offer wealth management advice to individuals, businesses and trustees in West Sussex, Surrey and beyond. We pride ourselves on taking the necessary time to understand your circumstances and your requirements. Only then can we offer the appropriate financial advice and able to offer the necessary wealth management required. In turn we’ll build a relationship that is always adaptable to your circumstances as they change and develop your wealth management plans for the future.
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.