Helping solicitors & accountants

Working together with professional connections

Here at Merchants Wealth Management we are strong believers in the synergy between professional connections and financial advice. We actively develop close long term relationships to ensure our combined skills achieve the best outcomes for our clients.

We work together with our professional connections on the following areas:

  • Helping older clients
  • Trusts and estate management
  • Assisting with matrimonial affairs
  • Tax planning and accounting 
  • IHT and estate planning
  • Dealing with personal injury awards
  • Capital Gains

The above services are not regulated by the Financial Conduct Authority.