Our Team

Our team is what make our business goals and principles achievable. We feel that it is important for you to know a little more about us and what each of us do;

Neil Mercier - Mercier Allen & Associates

Neil Mercier DipPFS

Principal

Neil is the principal of Mercier Allen and has been in financial services since 1995 and advising since 1996.

He advises across all areas of financial planning but chooses to specialise in pensions, investments, inheritance tax planning and long term care. Neil enjoys learning and continually seeks to keep his industry knowledge up to date; he is currently studying towards the Chartered Financial Planner
Qualification.

So far his industry qualifications include:

  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Equity Release
  • Certificate in Discretionary Investment Management
  • Certificate in Securities Advice and Dealing
  • Certificate in Mortgage Advice
  • Certificate in Life & Pensions
  • Award in Long Term Care Insurance

He also has a number of professional memberships & affiliations:

  • Chartered Insurance Institute
  • Personal Finance Society
  • Affiliated Member Resolution

Fiona Edgar - Mercier Allen & Associates

Fiona Edgar DipPFS

Client Relationship Manager

Fiona is our Client Relationship Manager; she has worked within financial services since 2000. In 2009 she decided to specialise in product research and cash flow modelling. The pensions and investments market place is a complex one and requires extensive technical knowledge, and a great deal of research will go into each case prior to advising a client.

Fiona’s role is to support Neil in the design of client portfolios, investment solutons and both pre and post retirement cash flow models for clients. This may incorporate researching existing plans as well as any new plans you might be considering.

Fiona also enjoys learning and continually seeks to keep her industry knowledge up to date. So far her industry qualifications consist of:

  • Diploma in Financial Planning
  • Certificate in Financial Planning
  • Certificate in Mortgage Advice
  • Certificate in Life & Pensions
  • Award in Long Term Care Insurance
  • Certificate in Regulated Equity Release

Professional memberships & affiliations:

  • Chartered Insurance Institute
  • Personal Finance Society

Kylie Lambert - Mercier Allen & Associates

Kylie Lambert

Office Administrator

Kylie has worked in financial services administration since 2002 and joined the team in 2007. She works closely with Neil & Fiona on new case submissions, and with Joanna, on the back office processing and successful completion of new business as well as being our clients primary point of
contact for our online client portal.

Kylie has an excellent understanding of a variety of financial transactions including but not limited to pensions, investments, ISA accounts and the arranging of life insurance.

Part of our ongoing commitment to our clients is a regular review process. A key part of Kylie’s role is to ensure that our clients receive the appropriate level of service and that their reviews are scheduled at the correct time.

Joanna Webb

Joanna Webb

Office Administrator

Joanna is the newest member of the team joining in 2014. This is Joanna’s first financial services role although she has 32 years administration experience, all of which were with the same world leading pharmaceutical company. Joanna has always lived in Horsham and is enjoying working
within the community in which she has lived for so many years.

Joanna’s primary role is to ensure that the back office systems of the firm run smoothly and that clients are always kept up to date with the progress of their own transactions.

Joanna helps to keep us all from slipping into industry jargon and constantly reminds us that the whole world is not preoccupied with finance.