Mercian Wealth Management - Lichfield

Mercian Wealth Management

Mercian Wealth Management, located at Suite 2, Trinity House, 33a Market St, Lichfield WS13 6LA, United Kingdom, is a highly regarded financial services firm that specializes in providing comprehensive financial planning, life insurance, and mortgage brokerage services. With a strong commitment to personalized service and expert guidance, Mercian Wealth Management has earned a stellar reputation among its clients.

Specialties

• Financial planner
• Life insurance agency
• Mortgage broker

Accessibility Features

• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Toilet
• Appointments recommended

Client Testimonials

Mercian Wealth Management has received glowing reviews from satisfied clients who praise the firm's knowledgeable and approachable staff. One client noted that the team 'takes the time to explain everything in basic terms, ensuring a thorough understanding before making any decisions.' Another client expressed their appreciation for the 'great advice' provided by Dan, who 'really knows the detail to help you make the most of your investments and pensions.' These positive opinions reflect the high level of service and expertise that Mercian Wealth Management consistently delivers to its clients.

With a 5/5 average rating based on 7 reviews on Google My Business, Mercian Wealth Management stands out as a top choice for those seeking comprehensive and trustworthy financial services. Whether you require guidance on life insurance, mortgage options, or overall financial planning, the knowledgeable staff at Mercian Wealth Management are committed to helping you achieve your financial goals.

To schedule an appointment or learn more about the services offered by Mercian Wealth Management, visit their website at mercianwm.co.uk or contact them directly at 1543379217.

👍 Reviews of Mercian Wealth Management

ian B.

5/5

Great financial advice from Mercian Wealth. They have dealt with our finances for the last five years and are great at explaining everything in basic terms to give the customer a good understanding before making any decisions. I would highly recommend their services and I will continue to get the best advice about from them.

Rebecca D.

5/5

Great advice from Mercian Wealth Management, Dan really knows the detail to help you make the most of your investments and pensions as well as being as tax efficient as possible. Would highly recommend.

Vicki M.

5/5

Investments can be a minefield with all the acronyms and jargon! Mercian Wealth use plain English and make things simple and easy to understand, I can not recommend Andrew and Dan enough - thank you for helping me to plan for my retirement with confidence!

Katie T.

5/5

I have dealt with Andy, Lee, Marie and Karen on two occasions for my mortgage. I cannot recommend this team enough and made the entire process a pleasure. If you are looking for a stress free, informative and professional service... these are your people for the job. Thank you.

Katrina S.

5/5

Very professional,all my mortgage needs were sorted in a quick and easy way. Felt like I was kept informed throughout the whole process thankyou

Jaime G.

5/5

Nice Christmas Tree🎄

Andrew D.

5/5

I have referred Dan Chadwick to clients of mine and have received great feedback. Dan is knowledgeable, a great listener, puts clients ant ease and ensures he fully understands the clients needs before making any recommendations. I can highly recommend speaking to Dan if you have any investment or pension questions.