Financial freedom doesn’t come by accident – it requires careful planning, up to date information and control.

Our financial planners help you plan your journey while providing you with accurate and up-to-date information during the journey. We’ll also give you all the information you need to stay in control.

By working with your Personal Mercia Financial Planner you’ll have:

  • Insight into your life goals
  • Clarity with your robust lifetime cash-flow plan
  • Freedom to live the life that YOU want to lead

Financial planning is essential to protecting your interests. Our specialist team of financial planners has the expertise in trusts and estate planning to offer you bespoke advice and solutions tailored specifically to your needs and circumstances.

We are prepared to offer advice on the most complex of situations.

Our specialist team of financial planners can meet with you to review your changing circumstances at a time and location that suits you best, so if you’re in Rugby, Measham or the surrounding areas, please contact us today.