Mercia Financial Planning Ltd

Independent Financial Adviser 95 Long Street, Warwickshire, Atherstone, CV9 1BB
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
16th September 2019
We are a professional, friendly and reliable practice always being transparent and fair and ensuring the client comes first.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Income protection insurance
    • Life insurance
Meet our advisers
Sonia Foxall
Where to find us

95 Long Street, Warwickshire, Atherstone, CV9 1BB

Make an enquiry
About us

Mercia is a friendly financial advice company with advisers that have over 120 years experience in the industry between them. Mercia provides truly independent and honest financial advice from across the whole of the market to both individual and corporate clients in the Midlands & surrounding areas. This includes advice on Pensions, Savings, Investments, Mortgages, and Protection as well as having the necessary qualifications to provide specialist advice for Equity Release & Long Term Care planning.

Our services

We are truly impartial and give professional advice helping you make the right financial decisions now and plan for the future.

Advice methods
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
Minimum pension value

Similar advisers near you

Financial Adviser (Restricted Whole of Market) 4.19 mi
Friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
Independent Financial Adviser 4.45 mi
We provide a comprehensive range of assistance and support to business owners and professionals.
Financial Adviser (Restricted Whole of Market) 4.88 mi
Professional, friendly and all-encompassing financial advice, to help you set and manage your financial goals with a trusted partner.
Independent Financial Adviser 5.03 mi
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience.