This means that we are able to provide a comprehensive financial planning service based on many years experience of financial services and to offer a "whole of market" service. We are not "tied" to any insurance company or fund manager. Our entire focus is on our clients and their needs; placing them at the heart of our business is what has helped us to grow over the years and we take our responsibilities under the Financial Conduct Authority's "Treating Customers Fairly" initiative very seriously.
Please take a few moments to look through the website. We would be pleased to discuss your requirements with you without obligation, so please give us a call on 01460 240746.
Services We Offer:
- Pension Advice
- Investment Management
- Wealth Management
- Tax Planning
- Estate Planning
- Insurance Advice
- Mortgage Advice
- Savings and ISAs
- Financial Risk Assessment
Our Locations:
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Main Office - Mill La, South Petherton, TA13 5JS
01460 240746
Business Name
Merit Financial Solutions
Services Offered
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