Mercury Financial Solutions Within Innovation Centre

At Mercury Financial Solutions, we pride ourselves on being independent financial advisors, offering expert advice on a wide range of financial planning matters. As a Merseyside-based firm, we have built a reputation for delivering tailored solutions to individuals, families, and businesses, helping them achieve their financial goals.

What does it mean to be an Independent Financial Advisor?

As independent financial advisors, we operate independently of any particular financial institution or product provider. This means we can offer unbiased advice, giving our clients access to a broad range of financial products and services. We are not tied to any particular provider, which allows us to work in the best interests of our clients.

Our Expertise

Our team of expert advisors has over 45 years of combined experience in the financial services industry. We hold a Diploma in financial planning and are committed to ongoing professional development, ensuring our knowledge and competency are always up to date.

The Services We Offer

We provide comprehensive financial planning advice to individuals, families, and businesses, covering a wide range of services, including:

• Automatic Enrolment
• Investments
• Retirement Planning
• Protection Policies
• Equity Release
• Mortgages
• Corporate Planning
• Long-Term Care Provision

How We Work

Our approach is to take a long-term view, understanding the individual needs, wants, and aspirations of our clients. We take the time to get to know our clients, conducting a comprehensive financial review to identify areas for improvement and optimize their financial portfolios. We work closely with our clients, providing personalized guidance and tailored recommendations to achieve their financial goals.

Expertise You Can Trust

As a firm authorized and regulated by the Financial Conduct Authority (FCA), you can trust that our advice is based on a deep understanding of the financial industry and the products we offer. Our team is committed to ensuring that our clients receive the highest level of service and expert guidance, helping them make informed decisions about their financial futures.