Mercer & Associates Wealth Management

Mercer & Associates Wealth Management is a Chartered firm of financial planners based in Chester, specialising in financial strategies for business owners and individuals. They create integrated financial solutions that consider both personal and business finances to assist clients in achieving their long-term goals.
  • Tax planning
  • Estate planning
  • Cashflow management
  • Succession planning
  • Investment planning
  • Retirement planning
  • Protection planning
  • Strategic financial planning

Size
Small
Phone
N/A
Email
N/A
Locations
Grosvenor Court, Heritage Place, Foregate St, CH1 1HG
01244409610
9:00 - 17:00
Digital Popularity
Popularity over time
Social Media
Competitors
Kingswood
Kingswood is dedicated to helping clients achieve their financial objectives by providing comprehensive financial advice and investment management services.
Close Brothers Asset Management
Close Brothers Asset Management provides investment management and financial planning services tailored for institutional investors and FCA authorised intermediaries.
Company Details
Mercer & Associates Wealth Management is operated by Mercer & Associates Wealth Management Ltd and is a Active company incorporated on 12 March 2008 with the registered office located in Chester, Cheshire. Mercer & Associates Wealth Management Ltd was registered 17 years ago.

Status
Active
Size
Micro
Directors
2
Age
17 years old
Employees
7
Turnover
Unreported
Total Assets
£959.97K
Cash in Bank
£252
Total Liabilities
-£361.87K

Director • British • Lives in England • Born in Nov 1957
Director • PSC • British • Lives in UK • Born in Dec 1981
Teams
All
3
Administration
2
Wealth Management
1
Practice Manager • Joined Jun 2015
Personal Assistant • Joined Jun 2023
Chartered Financial Planner • Joined Sep 2019
Practice Manager • Joined Jun 2015
Personal Assistant • Joined Jun 2023
Chartered Financial Planner • Joined Sep 2019