Darren Mercer
Chartered Financial Planner, Fellow of the Personal Finance Society
Darren established Mercer & Associates in 2007, having previously worked at HSBC for 7 years advising on a wide array of financial planning services. HSBC gave him an excellent grounding to set up Mercer and Associates with a desire to be more bespoke, offering client’s tailored solutions underpinned by excellent service.
Developing trust and credibility is at the heart of everything Darren does. He has a great understanding of the intricacies surrounding many complex financial scenarios and a great ability to distil these down to the client’s benefit.
About
Being a Chartered Financial Planner is an important part of Darren’s technical work ethos and demonstrates that he is at the forefront of his profession. In 2020 he built upon his Chartered status and gained a Fellowship of The Personal Finance Society, further demonstrating his commitment to knowledge, experience, and professionalism. The award serves as a mark of trust with clients and business connections.
Darren has forged useful relationships with adjacent professionals in order to provide maximum benefit and whole industry advice to his clients, working collaboratively to ensure a coherent and seamless experience.
With over 21 years’ experience in Financial Services, Darren is extremely proud of the service he and his team deliver in an ever-changing financial environment.
Over the last few years, Darren has advised many business owners on a wide range of planning issues including succession planning, tax minimisation strategies and aspects of exit planning. He has also advised on some particularly complex IHT, trust and legacy plans.
Trusts are not regulated by the Financial Conduct Authority.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
Addresses
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
