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IFAs
Mercury specialises in the provision of pensions advice for clients of fellow IFAs. We have a successful track record of working alongside other practices for the benefit of all concerned. With three G60 qualified personnel, there is a lot of pensions expertise available. We use the best software systems available to ensure that the advice is provided in a timely and compliant fashion.

The areas in which we get involved include:
- Transfers
- Drawdown
- SIPP/SSAS
- ASP
- Divorce cases
- Scheme wind ups
- Bulk transfers
- Annuities

The advantages to our introducers are:
- We do all of the work
- The advice is our responsibility, hence is covered by our PI insurance
- We give a no cross-selling guarantee
- They receive income in the form of shared initial and/or trail

We have standard operating procedures for all work we undertake, but we are flexible and will be pleased to discuss cases individually.

Other professionals
We are also able to offer a comprehensive independent financial service to clients of other professionals, such as accountants and solicitors.

Contact us on 0161 355 8073
HYPERLINK "mailto:introducers@mercuryfinancial.co.uk" introducers@mercuryfinancial.co.uk

 

 

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