About Mercier Allen Associates

At Mercier Allen Associates we firmly believe in the human touch - and building long-standing relationships with our clients.

Mercier Allen Associates are Independent Financial Advisers with over 40 years of experience in helping people with their financial planning. Whether you are looking for the right mortgage, savings, investments, taxation, retirement planning or protection for your family - our friendly team of financial advisers are here to create a financial plan that's tailored perfectly to your needs.

We believe that the key to a successful relationship with our clients is a full understanding of your circumstances and goals. To understand your needs we have a face-to-face advice service where we can meet up in our welcoming offices or a location of your choice and at a convenient time. Our advisers will listen and then offer a comprehensive way forward based on a strategy that will span over the coming months or years. We'll explain our recommendations and make sure you're entirely comfortable with our suggestions. And every step of the way rest assured, there's no obligation or pressure - just straightforward, careful advice.

At Mercier Allen Associates, we place great emphasis on maintaining a close relationship with our clients and because we understand your situation is unlikely to remain the same forever we will agree a periodical review process to make sure your plans keep pace with the changes in your life. It's important that your plans are in line with your long-term financial objectives and you can trust that we will always be there for you should you need to arrange a review at any time and we'll make sure we contact you if we feel a product or service could benefit you.

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