Mercury Financial Solutions, based in Canterbury, Kent, pride themselves on being Independent but what does that mean?
What is an IFA?
Independent Financial Advice offers advice on financial products from the whole of the market and so they are not limited or tied to any particular provider. Independent Financial Advisers offer true independent advice and are obliged to offer their clients the option to pay a fee in a number of different ways.
IFAs (Independent Financial Advisers) have to follow strict rules and guidelines from the Financial Conduct Authority (FCA), to make sure that you act fairly and are properly qualified to give appropriate financial advice.
Individuals and businesses commonly consult Independent Financial Advisers on a wide range of financial planning matters including pensions and retirement planning, savings and investment, mortgages and protection.
Why you should choose Mercury Financial Solutions as your Kent IFA
Mercury Financial Solution’s advisers are all qualified to Diploma status and with the combined knowledge of over 45 years are all able and willing to advise on all matters and for any circumstance. We pride ourselves on ensuring our knowledge and competency is always up to date by following a strict Continuing Professional Development (CPD) programme so that we are always up to date on all financial areas.
We provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
As fully independent advisers, our clients benefit from us being able to offer advice on the broadest range of products and services. Whether it be for investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for our clients’ needs.
We provide advice and help following a personal/business financial review, which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before writing a detailed financial report. We will discuss this face to face in a follow up meeting in which we will fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
This website is for the use of UK residents only – http://www.fca.org.uk/consumers
Inheritance Tax Planning and Trusts are not regulated by the Financial Conduct Authority