Mercia Financial Planning Ltd

Independent Financial Adviser  95 Long Street, Atherstone, Warwickshire, CV9 1BB
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FCA authorised
Last authorised 17th February 2020
We are a professional, friendly and reliable practice always being transparent and fair and ensuring the client comes first.
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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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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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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Critical illness
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Income protection insurance
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Life insurance
Meet our advisers
Sonia Foxall
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.

Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
  • icons
    Face to face

95 Long Street, Warwickshire, Atherstone, CV9 1BB

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