How We Work

Clients come to us as they trust us to safeguard their wealth in a responsible and sensible manner.

We recognise that different clients have different and very distinct needs, and we offer a broad range of  investment options so that we can select the investments that are right for you.

We combine this unbiased approach with cutting edge technology, award winning research and superior administration to create tailor-made financial solutions to meet your individual requirements.

The aim of the advice process is to achieve a good outcome for you. We aim to deliver a suitable solution that matches your individual needs, attitude to risk, tolerance for loss, timeline, knowledge and experience. The key to our process is that it is robust and repeatable.

Our advice process typically is broken down into four elements.

We always aim to deliver sound financial advice with true clarity and purpose. We will guide you through the opportunities and challenges you may face every step of the way.

The value of an investment with Mercier Allen will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

If you would like further information or to arrange a meeting, please contact Mercier Allen.

Looking for specialist financial help?
We provide you with a clear structure of bespoke solutions and financial advice designed to meet your needs and goals. Call us today on 01403 268 562 or email us at

Trusts and Inheritance tax planning are not regulated by the Financial Conduct Authority.