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WELCOME TO Merrick Platts Financial Services
Financial advisory firm located in Leicestershire
Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.
We are part of Quilter Financial Planning network, a national company, therefore we are able to service clients throughout the UK. Our highly experienced advisor can provide you with a personal and professional service in your own home or office.
Call us today on 07710 059684 or email us at platts_2000@yahoo.com and we'll be pleased to help you.
Financial Services
We offer a full range of financial services and have highlighted three of our most popular below.
Wealth Management
Wealth, just like your health, must be carefully preserved. Whatever your level of wealth, there is nothing wrong in...
view more Financial Planning
There are so many issues to consider when planning your financial future...
view more Mortgages
Mortgages are loans which are intended to help buyers purchase residential property...
view more
The plan for you
1About You
We meet together to discuss your personal circumstances and your current financial situation.
2Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4How to get there
So now we know where you are and where you want to be. In this phase, we present your Personal Financial Plan.
5Implementation
It's time to implement the plan. Every course of action that we have recommended and agreed with you is now put into motion.
6Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.
Want to make the most of your wealth?
Contact us now to speak to our Financial Adviser
Don't miss this opportunity!
Registered office address: 4 The Chase, Markfield, Leicestershire, LE67 9XF.
Merrick Platts Financial Services is an appointed representative of Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd, which is authorised and regulated by the Financial Conduct Authority.
Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd is entered on the Financial Services Register (https://register.fca.org.uk/s/) under reference 440703 and 440718.
The guidance and/or information contained within the website is subject to UK regulatory regime and is therefore targeted at consumers based in the UK.
Approver Quilter Financial Services Limited and Quilter Mortgage Planning Limited 20/09/2024.
