Sancto Merricks Wealth Management is a professional independent company that specialises in providing financial advice to individuals approaching, at, and beyond retirement. With multiple qualified advisors and planners, all looking after one list of Clients - a distinctive proposition, designed to provide long term continuity of quality service and support. We can help you with advice in the following areas: Investments, Retirement Planning, Long Term Care Planning, Estate Planning, Ethical and Sustainable Investments, and Family Cover. Our team has a combined experience in financial services of over 70 years, providing investment, retirement, and tax mitigation advice.
The reviewer praises the team for their excellent advice and friendly service.