Mercia Financial Planning Ltd

Independent Financial Adviser  The Barn, Leicestershire, Lutterworth, LE17 5DR
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FCA authorised
Last authorised 17th May 2021
At Mercia, we pride ourselves in offering a transparent and fair charging system for the advice and services we provide.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions review
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Pensions transfer
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Socially responsible investments
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Long term care
Meet our advisers
MR Mark Keenan
Director & Chartered Financial Planner
About us

With more than 100 years of experience between us, the financial advisers of Mercia are as friendly as we are professional. Serving both individuals and corporate clients in the Midlands and surrounding areas, Mercia advises on a full range of financial areas including pensions, savings, investments, mortgages and protection. We also have the necessary qualifications to provide specialist advice for equity release and long term care planning.

Our services

We can promise you truly independent financial advice that covers the whole of the market – whether you’re just one person looking to manage your money, or a business facing a wide range of corporate challenges. First we work with you to explore your current financial position, then we discuss where you want to be. Finally we use our experience and knowledge of the market to help you find the best ways to reach your goals. The long-term relationship we have with many clients is a testament to the quality of our services.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£250,000
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

The Barn, Lutterworth Road, Ullesthorpe, Leicestershire, Lutterworth, LE17 5DR

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