Our comprehensive services
Your Merchants adviser can help you make sense of your finances
More than that, they will make sure they understand your financial priorities and, drawing on their extensive experience and expertise, work with you to help you achieve them.
So, whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - they will do their utmost to find solutions that work for you.
Life is not always plain sailing, your financial situation may change, as may your priorities. Yet clients know that they can trust their Merchants adviser to direct them through the financial consequences of whatever life brings.
Helping solicitors and accountants
Working together with professional connections to develop close long term relationships to ensure our combined skills achieve the best outcome for clients.
Learn moreKeeping a close eye on your investments
Everyone wants to maximise the growth on their Investments, using a selection of well-managed investment funds can often be the best solution.
Portfolio managementFinancial planning for your retirement
Retirement planning is the important task of deciding how you will live once you retire.
Retirement planningProtecting your loved ones
Family protection is a simple way to help financially protect you, your home and your loved ones.
Family protectionReviewing your mortgage options
Getting the right mortgage deal can mean making some pretty difficult choices. It makes sense then to seek the best professional advice.
Mortgage planningTrue potential
We believe in fusing the very best advice with the very best Technology.
True potential