Mercier Allen & Associates offers a uniquely personal approach to financial planning and wealth management.
I established Mercier Allen in 2005. I wanted to create a forward thinking business that values the client.
Unrivalled service has always been at the centre of everything we do, we treat each and every client with the same respect, care and attention we would want to receive.
Listening and understanding our client’s plans for the future and planning towards their goals is key to our relationship.
We understand that the advice our clients receive needs to be tailored, personal and understandable. We achieve this by offering high quality financial planning solutions and wealth management service.
Our aim is to deliver sound financial advice with clarity and purpose, creating a financial plan that adds significant value to you and your way of life.
Our four key principles are integrity, reliability, honesty and value.
- We will act with integrity in everything we do.
- We believe in delivering high standards of service and advice, we will do
what we say we will do.
- We will be honest, open and transparent with you at all times.
- You have every right to expect value for money from us; we will always
strive to deliver this.