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What it is

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.

Important Information

The information contained in this message may be confidential and is intended for the addressee only. Any unauthorised use, dissemination of the information, or copying of this message is prohibited. If you are not the addressee, please notify the sender immediately by return e-mail and delete this message. Although this e-mail and any attachments are believed to be free of any virus, or other defect which might affect any computer or system into which they are received and opened, it is the responsibility of the recipient to ensure that they are virus free and no responsibility is accepted by the sender for any loss or damage from receipt or use thereof. Please note that all e-mail messages are subject to interception for lawful business purposes

If you receive a request via email to make a change to any of your account details and/or transfer any funds, you must not respond to the email and contact us immediately.

You should not rely on any bank details contained in an email or an attachment without calling (using a known number) to verify those details before making payment.

We will not accept any liability for any loss sustained by a client that has responded to a fraudulent email or sent monies to an incorrect account.

Our financial services register entry can be checked by visiting https://register.fca.org.uk/

Please note, the Financial Conduct Authority (FCA) does not regulate cash flow planning, estate planning, tax or trust advice.

Contact Us
Head Office
Mercury House, 1 Massey Road, Teesdale Business Park, TS17 6DY
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Incorporated in England Company Registration No. 4981483 Authorised and Regulated by the Financial Conduct Authority Ref No. 455415 Mercury Wealth Management Limited
Mercury Wealth Management
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