What We Do

The key to our advice service is a full and concise understanding of your circumstances and your goals.

The first thing we do at Mercier Allen Associates is to find out about your current situation and what you wish to achieve in the future. After the initial discussion with one of our friendly financial advisers, we will complete a more detailed analysis or your needs and discuss clearly with you the potential solutions that are available to you. We will then look at finding the right products for your situation and explain clearly about the recommendations put forward and once you are completely happy, our adviser will guide you through the application process, answering any questions you may have along the way. And every step of the way, we'll put no pressure on you, just straightforward, careful advice.

We understand that your situation is unlikely to stay the same forever, and so we put regular reviews in place with the aim of maintaining a close relationship that offers flexibility to adapt to you circumstances. We'll keep pace with the changes in your life and make sure that your plans are on target with your long-term financial objectives, advising you along the way about products or services that might be of benefit to you.

As Independent Financial Advisers, we are able to select from all the products available in the marketplace - making sure you get the right product for your individual needs. And when we recommend products we always take into account all the benefits provided, the fees you will be charged, the flexibility of the products, the service provided and the financial strength of what's on offer. It's our independence that means that our advice can be truly trusted and your can be sure that we only have your best interests at heart.

For further information or to arrange a no-obligation consultation, call us on 01403 268562 or visit our contact us page.