Mercia Financial Planning Ltd

Independent Financial Adviser  12 Sigwels Road, Warwickshire, Rugby, CV22 7XF
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FCA authorised
Last authorised 21st June 2021
Friendly, independent financial advisers with over 50 years experience. We pride ourselves on expert advice, keeping things simple and transparency.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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High loan to value
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Next home / Remortgaging
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Self-employed mortgages
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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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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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School fees planning
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Accident & sickness
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Corporate pension
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Long term care
Meet our advisers
MR Simon Millward DipFA Cert CII (MP)
Independent Financial Adviser and Mortgage Broker
About us

Friendly, independent financial advisers with over 50 years experience. We pride ourselves on expert advice, keeping things simple and transparency.

Our services

We offer impartial advice on investments, pensions, protection and mortgages.

Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£20,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

12 Sigwels Road, Cawston, Warwickshire, Rugby, CV22 7XF

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