Mercia Financial Planning Ltd

Independent Financial Adviser  Priory Terrace, Leamington Spa, CV31 1AA
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FCA authorised
Last authorised 22nd February 2021
We offer friendly, impartial advice on investments, pensions, protection and mortgages.
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 & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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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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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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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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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Commercial motor
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Critical illness
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Healthcare
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Home and leisure
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Meet our advisers
MS Lisa Varley AwPETR DipFA Cert CII (MP)
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 whole of market, independent financial advice on a broad range of areas including retirement planning, pension transfers, investment, protection, and mortgages. We pride myself on having a simple and friendly approach to financial planning; ensuring We spend time with all my customers to understand their individual needs and providing the very best personal solutions. Initial consultations are free of charge.

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

Priory Terrace, Leamington Spa, CV31 1AA

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