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Home
About us
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Investment management
- Portfolio questionnaire
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Publications
Contact us

Home
About us
Services
Investment management
- Portfolio questionnaire
- Portfolio types
Publications
Contact us

Clients Advisers

Clients Advisers

Financial Publications

March 2019

Guide to ISAs - Mar 19
Guide to Wealth Creation - Mar 19
Guide to Year End Tax Planning 2018/19 - Mar 19
Active Money - Mar 2019

January 2019

Active Money - Jan/Feb 19
Guide to retirement planning - Jan 19
Guide to lasting powers of attorney - Jan 19
Setting investment goals - Jan 19

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Merchants Wealth Management Limited is a Chartered Financial Planning firm and is wholly owned by Harwood Wealth Management Group PLC. The group is one of the South's leading Wealth Management Advisers & Investment Managers. We are positioned to provide solutions to meet all the financial planning and management requirements of individuals and businesses alike.

Legal notices:

Merchants Wealth Management Limited is an appointed representative of Compass Wealth Management Consultants Limited which is authorised and regulated by the Financial Conduct Authority. Part of the Harwood Wealth Management Group PLC.

Registered in England and Wales at:
5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire PO7 7SE.

Company Number:
09035363.

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