What we do
Our services
Clients recognise our unmistakeable service and have absolute confidence in our ability to get the job done.
We offer an initial client meeting, at our cost, to all new clients, which allows us to provide and explain our disclosure documents and, importantly, determine whether we will be able to add value to their financial planning.
We agree the basis for contact and servicing with our clients at the outset of our relationship. The frequency will depend on the individual client needs and is usually dependent on the complexity of their financial situation. We like to review all our clients’ financial planning at least annually, and serviced clients can choose to have updates on a quarterly through to an annual basis dependent on their circumstances.
The main areas in which our advice is focused are:
- Wealth Management
- Retirement Planning
- Financial Protection
- Employee Benefits
MerrixGrogan are completely transparent and open about fees and costs. We charge for our services by way of a fee which can be deducted from your investments or paid directly by you. We discuss the 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.
MerrixGrogan is subject to the UK regulatory regime, and we therefore work with consumers based in the UK.