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CLOSE What it is We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning. Why it matters to you These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive. 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We look after our clients here at Mercury Wealth Management. It’s not professionalism and ethics alone that drive us, it’s the value we place on family. 95% of our clients come to us via personal or professional recommendation. They know that we practice what we preach with intergenerational financial planning. And they also know that the whole team here at Mercury see them as Mercury family members. Our Relationship You can count on us We will: Plan for your future. Work with you to achieve your objectives. Get to know you and your family. We’re not going to: Find you the next ‘hot stock’ – that’s not possible. Panic when the market falls – it will happen. Pick the best time to go into the market – because who knows? Our focus is on you We help answer the big questions you’d like to ask of your future self, today. The big questions in life like; Do I have enough? What is enough? Maybe this isn’t all about money? Maybe it’s about something more? This is about living the life you want to lead, not just how your investments have performed. So, our focus is on you and your family. Have you achieved what you want to? Are you on track? If not, why not? And should things change, our job is to help you get back on track – and keep you there. We deliver certainty As financial planners, we can look at the bigger picture. We integrate your money, with your life. It means we can plan and project for the expected and the unexpected. So you can be certain that you’re equipped to face the future, whatever it brings. Our aim is to give you the financial confidence that accompanies thoughtful, thorough professional planning. And our reward is to watch you enjoy a fulfilling life, while leading the next generation. Our People We are supported by several teams within the business; Paraplanning, Client Service and Operations, Compliance and Accounts Support. We’re always looking to grow our team with the right individuals. 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CLOSE What it is We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning. Why it matters to you These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive. What we doHow we do itUsClient CharterOur RelationshipOur PeopleOur OpportunitiesOur FeesInsightsArticlesVideosWhite PapersGet in touchLog in What we doHow we do itUsClient CharterOur RelationshipOur PeopleOur OpportunitiesOur FeesInsightsArticlesVideosWhite PapersGet in touchLog in More What we doHow we do itUsClient CharterOur RelationshipOur PeopleOur OpportunitiesOur FeesInsightsArticlesVideosWhite PapersGet in touchLog in {"@context":"https://schema.org","@graph":[{"@type":"WebSite","@id":"https://www.mercurywealth.co.uk/#website","url":"https://www.mercurywealth.co.uk/","name":"Mercury Wealth Management","inLanguage":"en-GB","description":"Chartered Financial Planners. 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If you would like to meet us in London, please let us know the most convenient location for you and we will arrange a meeting location. Head Office 01642 670 307 London Office 0207 628 4440 Email hello@mercurywealth.co.uk Get in touch Say Hello Message Sent! Feel free to contact our professional team about any of our services. Enquiry Type* New Client Exisiting Client Please tick the box if you would like to receive relevant and interesting financial planning content from us. Only those who have ticked the box above will receive updates from us. Your data is always treated as confidential. You can unsubscribe from these communications at any time. Send Message Visit Our Offices 01642 670 307 Send us an email About Us Our Relationship Meet the Team Extra Care Policy Insights ArticlesVideosWhite Papers Careers Our Opportunities Contact Us Head Office Mercury House, 1 Massey Road, Teesdale Business Park, TS17 6DY Cookie Policy Privacy Policy FAQs Complaints Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited jQuery('summary').on('click', function(){ var dropdown = jQuery(this).parent(); dropdown.find('.pdf-card').css('height', 'auto'); var height = 0; setTimeout(function(){ dropdown.find('.pdf-card').each(function(){ if(jQuery(this).height() > height){ height = jQuery(this).height(); } }); dropdown.find('.pdf-card').css('height', height+'px'); }, 50); });

CLOSE What it is We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning. Why it matters to you These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive. 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We look after our clients here at Mercury Wealth Management. It’s not professionalism and ethics alone that drive us, it’s the value we place on family. 95% of our clients come to us via personal or professional recommendation. They know that we practice what we preach with intergenerational financial planning. And they also know that the whole team here at Mercury see them as Mercury family members. Our Relationship You can count on us We will: Plan for your future. Work with you to achieve your objectives. Get to know you and your family. We’re not going to: Find you the next ‘hot stock’ – that’s not possible. Panic when the market falls – it will happen. Pick the best time to go into the market – because who knows? Our focus is on you We help answer the big questions you’d like to ask of your future self, today. The big questions in life like; Do I have enough? What is enough? Maybe this isn’t all about money? Maybe it’s about something more? This is about living the life you want to lead, not just how your investments have performed. So, our focus is on you and your family. Have you achieved what you want to? Are you on track? If not, why not? And should things change, our job is to help you get back on track – and keep you there. We deliver certainty As financial planners, we can look at the bigger picture. We integrate your money, with your life. It means we can plan and project for the expected and the unexpected. So you can be certain that you’re equipped to face the future, whatever it brings. Our aim is to give you the financial confidence that accompanies thoughtful, thorough professional planning. And our reward is to watch you enjoy a fulfilling life, while leading the next generation. Our People We are supported by several teams within the business; Paraplanning, Client Service and Operations, Compliance and Accounts Support. We’re always looking to grow our team with the right individuals. Please see our Careers page if you’re interested in finding out more information. function doNavSearch(){ var $ = jQuery; var num = 0; var select = '<p>Index:</p><div class="nav-search-buttons">';/*<p><select onchange="goTo(this.value)"><option selected disabled>Go to section...</option>';*/ $('[id*="nav-select-"]').each(function(){ /*select += '<option value="'+$(this).attr('id')+'">'+$(this).text()+'</option>';*/ select += '<a href="#'+$(this).attr('id')+'">'+$(this).text()+'</a>'; num++; }); //select += '</select></p>'; select += '</div>'; if(num > 0){ if($('.blogcontent').length > 0){ $(select).insertAfter($('.blogcontent > *:first-child')); } else{ $(select).insertAfter($('.main .wp > h1:first-child')); } } } function setupNavSearch(){ if(!jQuery){ setTimeout(function(){ setupNavSearch(); }, 10); }else{ doNavSearch(); } } setupNavSearch(); function goTo(value){ var $ = jQuery; if($('#'+value).length){ $('html, body').animate({ scrollTop: ($('#'+value).offset().top - 120) }); } } Visit Our Offices 01642 670 307 Send us an email About Us Our Relationship Meet the Team Extra Care Policy Insights ArticlesVideosWhite Papers Careers Our Opportunities Contact Us Head Office Mercury House, 1 Massey Road, Teesdale Business Park, TS17 6DY Cookie Policy Privacy Policy FAQs Complaints Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited jQuery('summary').on('click', function(){ var dropdown = jQuery(this).parent(); dropdown.find('.pdf-card').css('height', 'auto'); var height = 0; setTimeout(function(){ dropdown.find('.pdf-card').each(function(){ if(jQuery(this).height() > height){ height = jQuery(this).height(); } }); dropdown.find('.pdf-card').css('height', height+'px'); }, 50); });

CLOSE What it is We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning. Why it matters to you These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive. What we doHow we do itUsClient CharterOur RelationshipOur PeopleOur OpportunitiesOur FeesInsightsArticlesVideosWhite PapersGet in touchLog in What we doHow we do itUsClient CharterOur RelationshipOur PeopleOur OpportunitiesOur FeesInsightsArticlesVideosWhite PapersGet in touchLog in More What we doHow we do itUsClient CharterOur RelationshipOur PeopleOur OpportunitiesOur FeesInsightsArticlesVideosWhite PapersGet in touchLog in {"@context":"https://schema.org","@graph":[{"@type":"WebSite","@id":"https://www.mercurywealth.co.uk/#website","url":"https://www.mercurywealth.co.uk/","name":"Mercury Wealth Management","inLanguage":"en-GB","description":"Chartered Financial Planners. 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Play Video Helping you plan for financial freedom Getting to know you Any questions? Why partner with us? Why our clients trust us Over 95% come to us through personal and professional recommendation. We feature our 100% transparent fee structure on our website. We're a Chartered Financial Planning firm and an Accredited Financial Planning firm. Totally independent, so we can act purely in your best interests. How We Can Help We're dedicated to the pursuit of professional excellence – on your behalf Us Latest News & Insights Article Why you need personal insurance Read More Article Why you need personal insurance Read More Article The difficult but important estate planning conversations to have with your family Read More Article Investment market update: October 2025 Read More Article Insufficient financial education could harm the long-term prosperity of younger generations Read More View all Insights Visit Our Offices 01642 670 307 Send us an email About Us Our Relationship Meet the Team Extra Care Policy Insights ArticlesVideosWhite Papers Careers Our Opportunities Contact Us Head Office Mercury House, 1 Massey Road, Teesdale Business Park, TS17 6DY Cookie Policy Privacy Policy FAQs Complaints Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited jQuery('summary').on('click', function(){ var dropdown = jQuery(this).parent(); dropdown.find('.pdf-card').css('height', 'auto'); var height = 0; setTimeout(function(){ dropdown.find('.pdf-card').each(function(){ if(jQuery(this).height() > height){ height = jQuery(this).height(); } }); dropdown.find('.pdf-card').css('height', height+'px'); }, 50); });