Wealth Management
Our wealth management service specialises in tailored financial planning advice to individuals and small to medium size businesses. It is backed by our commitment in providing independent financial advice and personal service.
Through our Group’s wholly-owned subsidiary, Merchant Securities Wealth Management Limited, we offer a broad range of wealth management services.
Our wealth management team specialises in:
Tax Planning - No financial product can satisfactorily fulfil its purpose if it creates an unexpected tax liability. We can help you to take advice on your tax position.
Pensions - It’s important to establish whether you’re on course to achieve the pension fund you need to enjoy your retirement. We can discuss how to get you on track.
Protection - Life insurance should form a cornerstone of everyone’s financial planning. We can help you get the type of protection that suits your family’s circumstance.
Mortgages – Given the highly competitive market, we monitor the latest product changes on your behalf and provide you with independent advice.
Income Protection - We can check how much cover your employer has in place for you and whether you need to consider topping it up.
Wills - Rules of intestacy are complex and often lead to outcomes unimagined by those who die without having a will. We can help you draw up a will to ensure your wishes will be met.
Inheritance Tax - We can help you to take steps to reduce the impact of inheritance tax on your successor. Let’s discuss the arrangement that is appropriate to your circumstance.
Equity Release - This enables some or all of the equity in a home to be transferred to a mortgage company. We are available to discuss whether it is appropriate to meet your needs.
Next Steps:
Contact our wealth management team on:
Tel: +44 (0)1628 473 298
Email: wealthmanagement@merchantsecurities.com
For more information, visit Merchant Securities Wealth Management’s website: