The Company
Merrick Platts Financial Services provides wealth management, mortgages and protection products. We are based in Leicestershire but look after clients up and down the UK. The business was set up in 1992 by Merrick Platts after working 6 years for a bank. We use specialists for protection, equity release and Long Term Care. For complex investment and pension advice I use the full experience of Quilter and a specialist paraplanner for more in depth research. Our customer expect top quality advice and service in an easy to understand and jargon-free way.
Merrick Platts Financial Services provides whole of market mortgage advice. We always we strive to find a lender that will say yes even when you might think the answer is no. As a whole of market service, Merrick Platts Financial Services can access thousands of products to find one that is most suitable for you. For all financial areas we work with clients to fully understand their circumstances and find a product that best meets their needs.
We know that people’s lives aren’t simple and it can be a difficult and daunting decision to move home, take on their first mortgage, starting to save for your future and making sure you make the best from your retirement. We guide our clients through the process, removing complexity and making it as simple as possible. This includes referring solicitors and accountants, a Will writing service and home insurance.
Meet our Financial Adviser
