Merchants Wealth Management Limited

Merchants Wealth Management Limited is a Chartered Financial Planning firm and is wholly owned by Compass Wealth Management Group Plc. The group is the South's leading Wealth Management Advisers & investment Managers. We are positioned to provide solutions to meet all the financial planning and management requirements of individuals and businesses alike. Through our highly qualified advisers and using the latest technology, we accommodate the differing needs of clients, by providing a personal and dependable service locally. Merchants is an organisation whose purpose is to help private clients understand, create, protect and increase their assets. Merchants Wealth Management is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike. We accommodate the differing needs of clients by offering face to face financial planning and wealth management to help our clients understand, create, protect and increase their assets. As Chartered Financial Planners we pride ourselves in delivering the highest standard of financial advice and work in an ethical manner that places client’s interests at the heart of the advice we give. At Merchants we believe in fusing the very best advice with the latest technology. With this belief our proposition provides you with the ability to benefit from our innovative client tools. These tools let you access your financial information when and where you want from a simple click of a button. To experience demos of client portals click here. Merchants is an organisation whose purpose is to listen, positively act and achieve the best benefits for you. our Merchants adviser can help you make sense of your finances More than that, they will make sure they understand your financial priorities and, drawing on their extensive experience and expertise, work with you to help you achieve them. So whatever your objectives - fund your children's weddings, retire at 55, pass on your wealth to your family, enjoy the holiday of a lifetime, increase your retirement income - they will do their utmost to find solutions that work for you. Life is not always plain sailing, your financial situation may change, as may your priorities. Yet clients know that they can trust their Merchants adviser to direct them through the financial consequences of whatever life brings. Whilst not being limited to, our services include the following: Solicitors and Accountants Working together with professional connections. Portfolio Management Everyone wants to maximise the growth on their Investments, using a selection of well-managed investment funds can often be the best solution. Retirement Planning Retirement planning is the important task of deciding how you will live once you retire. Family Protection Family protection is a simple way to help financially protect you, your home and your loved ones. Equity Release Unlocking money from your home. Mortgage Planning Choosing the best way to repay your mortgage.

Address: 5 Lancer House, Hussar Court, Westside View, Waterlooville, Hampshire PO7 7SE, United Kingdom

Phone: +44 023 9223 9815
FAX: +44 023 9226 3432