About us

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.

Through our highly qualified advisers and using the latest technology, we accommodate the differing needs of clients, by providing a personal and dependable service locally.

Merchants is an organisation whose purpose is to listen, positively act and achieve the best benefits for you.

Our Customer Aim

Here at Merchants Wealth Management in order to maintain our Chartered Financial Planner status, we are happy to follow the Code of Ethics provided by the Charted Insurance Institute (CII).

Code of ethics

We must:

  • Comply with the CII Code and all relevant laws and regulations
  • Act in the best interests of each client
  • Act with the highest ethical standards and integrity
  • Treat people fairly, regardless of race or racial group; sex or sexual orientation; religion or belief; age; and disability.
  • Provide a high standard of service 

Our Customer Aim

  • We will create memorable first impressions

  • We will listen to the personal needs of each customer

  • We will treat every customer fairly, openly and with respect

  • We will establish and develop lasting customer relationships

  • We will keep our customers fully informed both during and after recommendations

  • We will be clear about the suitability of the recommendations we make to our customers

  • We will bring to our clients attention the risks inherent in the markets in which they invest

  • We will be positive about resolving customer problems

  • We will conduct regular surveys of customer opinion

  • We will be knowledgeable and enthusiastic about our products and services

  • We will keep these customer commitments at the top of the agenda