Financial Planning is an ongoing process to help you make sensible decisions about money that can help you achieve your goals in life. Its not just about buying products like a mortgage or a pension. Financial decisions can be complex and whilst you focus on paying off your mortgage, how do you know you'll have enough for other important milestones like your children's education and your retirement?
Taking a few hours out of your hectic schedule will certainly help you make sense of all your finances. From the start of your journey finding your new home to making sure you have the retirement you deserve. It all about your vision and our expertise. Merchant Financial Services (UK) Ltd is authorised and regulated by the Financial Conduct Authority.
Taking a few hours out of your hectic schedule will certainly help you make sense of all your finances. From the start of your journey finding your new home to making sure you have the retirement you deserve. It all about your vision and our expertise. Merchant Financial Services (UK) Ltd is authorised and regulated by the Financial Conduct Authority.
Services
About Us
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We are a team of financial advisers specialising in providing advice on mortgages, personal and company protection, retirement planning, investments, and Inheritance Tax planning. We've been helping clients navigate complex financial markets since 2001, and from those very early days, our business has evolved primarily through client recommendations.
Services
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Managing your accumulated wealth and ensuring the financial security of yourself and your loved ones eases the stresses of day-to-day living and allows a level of comfort which may otherwise be difficult to achieve. Since the very beginning, Merchant Financial Services (UK) Ltd has firmly believed that choosing a financial adviser is one of the most important decisions you will make.
Investment
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Typically, many of our clients may want to invest money on a regular basis to build up a capital sum for the future. You might be planning for your retirement, looking to generate investment income to top up your pension, saving for a deposit to buy a property or buy a holiday home, providing for school fees, or simply creating a secure nest egg for the future.
Pensions
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The individual and group pensions market is an ever-changing world, especially with the introduction of the pensions freedom legislation, and it can be difficult to keep track of what options are available with regards to your retirement planning. Merchant Financial Services (UK) Ltd work with you to consider all the options, based on your needs and risk appetite.
Protection
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Wealth and personal protection is an essential must-have to secure the future for both you and your family, if an unexpected life event happens. The security and opportunity your wealth brings can be protected for generations, but there are many things to consider. Inheritance Tax, premature death, illness and loss of income to name but a few all need to be considered in an effective wealth protection planning strategy.
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