Chartered Financial Planners
We offer truly independent financial advice to private individuals and businesses, covering all aspects of personal and corporate financial planning.
MerrixGrogan
Since we established our private practice in 2005, it has been built on the foundation that the client is at the heart of the business.
We have built a team and culture to reflect the fundamental importance and responsibility of our advisory role, to ensure we can deliver our client promise.
We were proud to be one of the first businesses to attain the corporate Chartered Financial Planners status. The title is an industry measure of the very highest standards of professionalism.
More about MerrixGroganWe believe in giving the very best advice, based on a consistent personal approach and an excellent knowledge of the financial industry. Understanding each client’s individual needs and objectives is key to delivering the best tailor-made solutions.
How we workWe agree the basis for contact and servicing with our clients at the outset of our relationship. We like to review all our clients’ financial planning at least annually.
View our servicesAreas of advice
MerrixGrogan are completely transparent and open about fees and costs. We discuss payment options at outset and a client will not be charged until we have expressly agreed how we are to be paid for our services.
Nottingham office
Telephone0115 973 9180