Mercer & Associates

At Mercer & Associates, we're passionate about helping individuals and businesses achieve their financial goals. Our story begins with a deep understanding of the importance of financial planning in creating a secure and prosperous future. We're proud to be a Chartered firm of Financial Planners, a testament to our commitment to the highest standards of professionalism, expertise, and ethics.

Our Story

Our journey began with a shared vision of creating a trusted partner for individuals and businesses seeking expert financial guidance. Our team, led by experienced Chartered Financial Planners, has been dedicated to building long-term relationships with clients, providing personalized financial planning and tailored advice to achieve their unique goals and aspirations. We take the time to get to know our clients, understanding their financial landscape, and work closely with them to create a bespoke financial plan that aligns with their values, goals, and priorities.

What it means to be Chartered

As a Chartered firm, we've demonstrated our commitment to the highest standards of professionalism, expertise, and ethics. This esteemed status is only awarded to a select few financial planning firms in the UK, ensuring that our clients can trust us to provide the best possible advice, service, and support. Our Chartered status is a badge of distinction, reflecting our unwavering dedication to delivering exceptional results that meet the highest standards of integrity, expertise, and professionalism.

Services

We provide expert guidance on various aspects of financial planning, including:

• Business Owners: We help entrepreneurs and business leaders create and implement strategies for personal and business financial well-being, ensuring their goals are met and their financial future is secure.
• Individuals and Families: We provide personalized financial planning and advice, helping our clients achieve their aspirations, whether it's saving for retirement, planning for the future, or simply achieving financial peace of mind.

Testimonials

Our clients are at the heart of everything we do. Here's what some of them have to say about our services:

"I have been a client of Mercer and Associates since 2008, and throughout that time Darren has become an invaluable strategic partner who I consider essential to my business and family financial planning. Darren is considered integral to our network and he has provided a whole spectrum approach to our investments, pensions, tax structures, will and trust planning, in addition various corporate structures." - Tim Keyes

".Darren and his team have consistently acted with complete integrity, ensuring the best advice rather than what's in their interest. I would wholeheartedly recommend their services." - Ian Bailey

."Darren understands the complexity of our business and personal finances and has helped understand how to minimise some of our exposure. His knowledge in estate planning is incredible." - Ben Griffiths