Quality and value guaranteed, every time
Situated in the heart of Bexley, Kent, Sancto Merricks Wealth Management is a professional independent financial planning company specialising in providing financial advice tailored to individuals approaching, at, and beyond retirement. With multiple qualified advisors and planners, we pride ourselves on offering long-term continuity of high-quality service and support to our clients.
Our Mission
Our mission is to deliver quality independent financial advice and provide a thorough and comprehensive service to our clients by maintaining regular contact on a face-to-face basis. We strive to empower our clients to make well-informed decisions by offering clear and transparent guidance.
Our Services
At Sancto Merricks Wealth Management, we offer a comprehensive range of financial planning services including:
*Investments*
Investing money requires careful consideration and a thorough understanding of the risks involved. Our experienced team of advisors takes the time to explain the risks and potential returns associated with each investment option in plain English, enabling our clients to make informed decisions that align with their personal goals and risk appetite.
*Retirement Planning*
Planning for retirement can be a challenging and daunting task. However, with our help, we can ensure that our clients are on the right track to achieving their goals. We provide retirement planning services that cater to our clients' unique circumstances, taking into account factors such as their income, expenses, and life expectancy.
*Long-Term Care Planning*
Meeting the costs of residential and nursing care in old age is becoming an increasingly pressing issue for many people in the UK. At Sancto Merricks Wealth Management, we offer long-term care planning services that help our clients meet the costs of care without compromising their financial security.
*Estate Planning*
Estate planning is an essential part of financial planning. Our experienced advisors provide estate planning services that ensure our clients' assets are distributed according to their wishes, minimising tax liabilities and avoiding potential disputes.
*Family Cover*
Protecting one's family is a top priority for many individuals. At Sancto Merricks Wealth Management, we offer a range of family cover options that cater to our clients' unique circumstances, providing financial security and peace of mind.
Our Team
Our team of experienced advisors has a combined experience of over 70 years in financial services, providing investment, retirement, and tax mitigation advice. Our advisors have weathered many challenging market and economic conditions, enabling us to provide sound advice and navigate our clients through any turmoil.
Contact Us
Our main office is located at 20 Bourne Road, Bexley, Kent DA5 1LU. You can get in touch with us by calling us on 01322 529490 or by emailing us at infosanctomerricks.co.uk.
Overall Experience
The reviewed service has received an overwhelmingly positive response, with the reviewer praising the team for their excellent advice and friendly demeanor.
Staff and Service
The team has been commended for their exceptional service, with the reviewer highlighting their approachable and knowledgeable staff.
Recommendation
The reviewer has given a glowing endorsement, stating that they highly recommend the team to others.
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