Financial Planning in Tamworth & Atherstone

Based in Atherstone in Warwickshire, Mercia Financial Planning are independent financial advisers and financial planners dedicated to the provision of professional and straight-forward advice. At Mercia Financial Planning we employ a team of experienced, highly qualified financial planners and support staff who work hard to deliver a service that is focused entirely on you.

Our clients span across the West Midlands in areas such as Tamworth and Measham. We are financial planners with a difference, offering a wide range of services including:

  • Investments
  • Regular Savings
  • Pensions
  • Mortgages
  • Protection
  • Equity Release
  • Long Term Care
  • Auto Enrolment Workplace Pensions

Financial Planning for Private Clients

We provide high quality, impartial financial planning services to private clients. All of our solutions are tailored to your specific needs and we offer regular reviews to keep you up to date. We work in partnership with other professional advisers in order to offer you the best advice possible. We aim to build long-term, mutually beneficial relationships with our clients and we will always have your best interests in mind.

Financial Planners for Businesses

Running a business can be hard work, but it can also be highly rewarding – both personally and financially.

With professional, straight-forward advice from Mercia Financial Planning to help your finances run smoothly in the background, you can focus on the day-to-day matters that contribute to making a profit.

We realise it can be difficult to understand how financial planning works in practice. Especially if you’ve never met with a financial adviser before, or your previous experience of working with a financial planner left you feeling like you were being ‘sold’ to.

At Mercia Financial Planning, we don’t believe in selling products. Instead, we build a relationship and work with you over time to help you achieve your financial goals.

So if you would like to arrange to meet with one of our financial planners in Tamworth in Tamworth, Measham, or the surrounding areas, please contact us today.