UK Independent. Sourced. Primary. · Est. 2024

Mercer Planning Consultants Uk Limited | IFA Financial Advisers | Windsor | Est. 2007

Mercer Planning Consultants Uk Limited is a ifa financial advisers registered in Windsor, established 2007. View company details, send a free enquiry and verify FCA status. Kaeltripton Financial Index.

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Mercer Planning Consultants Uk Limited

IFA Financial Advisers · Windsor, Rest of UK · Est. 2007

19 years
Active Trading
Active
CH Status
1,041
Monthly Views
4
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Company Registration Details

Registered company nameMercer Planning Consultants Uk Limited
Companies House number06448149 →
Company typePrivate Limited Company (Ltd)
Registered addressCastle Hill House 12 Castle Hill, SL4 1PD
City / RegionWindsor, Rest of UK
Date incorporated2007
Years trading19 years
CH statusActive
SpecialismRecorded activity: 70229 (management consultancy)
Index statusClaim this listing →

About Mercer Planning Consultants Uk Limited

Founded in 2007, Mercer Planning Consultants Uk Limited has been active for 19 years — a period that spans significant change in the UK financial services landscape, including post-financial crisis regulatory reform, digital transformation and the economic disruption of recent years. The firm's continued active status through this period reflects operational stability.

It is one of 152 ifa financial advisers listed in the UK on this index of 1663 UK firms in the category.

Before engaging, confirm FCA authorisation; the register also records past regulatory action.

What IFA Financial Advisers Do

A financial adviser's independent or restricted status determines the breadth of products considered, and must be disclosed. Advice charges are agreed in advance, typically as a percentage of assets, a fixed fee or an hourly rate.

Statutory protections attach to authorised firms: the Financial Ombudsman Service for complaints, the FSCS on firm failure.

How to Choose the Right IFA Financial Adviser

Chartered or certified status signals qualification beyond the regulatory minimum and is worth asking about. Probe the review process: what is assessed annually and what triggers advice between reviews.

Charges are typically a percentage of assets under advice, a fixed project fee or an hourly rate, agreed upfront.

Frequently Asked Questions

What is the difference between an independent financial adviser and a restricted adviser?
The label is regulatory, not marketing: independent means a broad market view of retail investment products, restricted means a defined subset. The firm's disclosure documents state which applies.
How much does independent financial advice cost?
Expect a disclosed initial fee scaled to the work plus, where you take ongoing service, an annual percentage of assets commonly between 0.5% and 1%; nothing is chargeable until agreed in writing.
Do I need an IFA or can I manage my investments myself?
You can absolutely self-manage; the advice case strengthens as affairs grow complex, where portfolio construction, tax and inheritance interact and errors get expensive.
What qualifications should an IFA have?
Level 4 Diploma in Regulated Financial Planning is the FCA minimum; Chartered Financial Planner and Certified Financial Planner designations indicate study beyond it. Individual advisers can be verified on the FCA register.
What happens if I receive bad financial advice from an IFA?
Raise it formally with the firm; regulation requires a response within eight weeks. Unresolved complaints go to the Financial Ombudsman Service, and the FSCS stands behind authorised firms that fail.

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Important notice: This page presents publicly available information from the Companies House register. Kaeltripton.com is a directory service and is not affiliated with Mercer Planning Consultants Uk Limited or any listed firm. This page does not constitute financial advice. Always verify a firm's regulatory status on the FCA Register at register.fca.org.uk and its Companies House status at companieshouse.gov.uk before entering into any arrangement.

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