Mercury Financial Management

At Mercury Financial Management, we are committed to delivering exceptional financial planning services through a blend of expertise, strategic partnerships, and client-centric values. Established in 2012 as part of the St. James's Place Wealth Management network, our firm leverages over a decade of industry experience to provide tailored solutions for wealth building, protection, and growth. Our leadership team, including Directors Martin Pugh and Roy Gardner, brings a collective 50 years of financial services expertise, ensuring clients benefit from deep market knowledge and innovative strategies. We pride ourselves on fostering long-term relationships, supported by a dedicated team of paraplanners, advisers, and administrators who uphold our commitment to excellence. Recognised as the Regional Financial Partner of the PGA, we combine local insight with national resources to serve clients across the North West of England.

Our holistic approach integrates financial advice with connections to trusted professionals, such as solicitors and accountants, to address every aspect of our clients' needs. Backed by the regulatory oversight of the Financial Conduct Authority, we prioritise transparency, client education, and continuous portfolio reviews to navigate market fluctuations effectively. With a registered office in Stockport, Cheshire, we maintain strong community ties while delivering services that span investment planning, retirement strategies, and intergenerational wealth management. Our clients choose Mercury for our ability to translate complex financial challenges into clear, actionable plans that align with their personal and familial aspirations.