Mercury Wealth Management Limited

Independent Financial Adviser 2 Yarm Road, Stockton On Tees, Cleveland, TS18 3NA
First meeting at adviser's own cost
Response rating
10/10
FCA verified
17th June 2019
We are a firm of friendly Chartered Financial Planners providing a high level of financial advice and ongoing relationship management.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Unit trusts
    • Corporate pension
    • Group pensions
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
    • Wealth management
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Long term care
Meet our advisers
Nigel Bourke APFS, CFP
Managing Director
Accreditations
Chartered Financial Planner Certified Financial Planner
Martin P McLean ACII
Financial Planner
Prakash Rajasekaran ACA, CFA, FPFS, Chartered Financial Planner, Affiliate of STEP
Financial Planner (London based W1)
Accreditations
Chartered Financial Planner
Where to find us

2 Yarm Road, Stockton On Tees, Cleveland, TS18 3NA

Make an enquiry
About us

We offer a bespoke financial planning service to generators of wealth, typically business owners, executives and professionals and also to receivers of wealth, such as inheritors, divorcees, widows and retirees.

Our clients value the benefits of an ongoing personal relationship in the management of their financial affairs. Since the service we provide demands that we devote a considerable amount of time to each of our clients, we necessarily restrict the number of clients for whom we provide this service.

Our services

We listen to you about your concerns as well as your objectives and try to understand your personal as well as financial needs.
Our investment solutions involve the use of low cost , passively managed investment portfolios and coupled with regular reviews and the ability to contact us at anytime throught the year for advice or information produces a more stable and successful investment experience for our clients.

Advice methods
  • icons
    Face to face
  • mouse
    Online (Live chat, video, email)
  • phoneButton
    Telephone
Preferred clients
Minimum wealth (income/assets)
£250,000
Minimum pension value
£250,000
Minimum mortgage value
£250,000

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