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.

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Keeping 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 management

Financial planning for your retirement

Retirement planning is the important task of deciding how you will live once you retire.

Retirement planning

Protecting your loved ones

Family protection is a simple way to help financially protect you, your home and your loved ones.

Family protection

Equity release

Unlocking money from your home.

Equity release

Reviewing 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 planning

True potential

We believe in fusing the very best advice with the very best Technology.

True potential