We’re both a CISI Accredited Financial Planning firm and a Chartered firm – a combination achieved by only a small number of firms in the UK. Accreditation is a step above Chartered, recognising firms that deliver truly client-focused, high-quality financial planning.
Why it matters to you
These accreditations reflect our commitment to excellence. They demonstrate that we meet the highest professional standards and are dedicated to delivering clear, personalised advice and consistently high-quality service – so you can feel confident in the support you receive.
We will check the foundations of your plan, reveal what the big picture looks like and explain how we approach investing.
01
Confirm your information
We review your goals, priorities and financial information, confirm the assumptions behind the plan and correct anything that has changed.
02
Reveal your Mercury Life Map
We present your Life Map for the first time, explain what it shows and test choices such as retiring sooner, spending more, moving home or helping family.
03
Explain how we invest
We talk through our evidence-based investment philosophy, your attitude to risk and time horizon, and how investments may support your plan.
Your Mercury Life Map
See what your financial future could look like.
Your Mercury Life Map is the visual financial plan we reveal during the meeting. It brings together the life you want to lead, the money available to support it and the assumptions we have agreed with you.
We will explain the projections, answer your questions and adjust the Life Map with you so you can see how different choices could affect the bigger picture.
What happens next
From your plan to our recommendation.
You do not need to make a decision in the Planning Meeting. Afterwards, we complete the detailed research and analysis, compare the available options and prepare a report explaining what we recommend, why it is suitable for you, and the costs and risks involved.
1
Finalise research and analysis
We refine your Life Map and complete the detailed work on the options available.
2
Prepare your recommendation report
We set out what we recommend, why it is suitable for you, and the costs, risks and trade-offs for you to review.
3
Agree and implement
We answer your questions and, once you are happy to proceed, agree how our recommendation will be implemented.
