Mercury Financial Management Limited

10/04/2024

“Where do you see yourself in ten years’ time?”

It used to be a favourite closing question in job interviews – and it could really put you on the spot. But imagining your career in ten years’ time can feel far easier than imagining yourself twenty or thirty years’ from now. Asking ourselves those searching questions – how do I see my older self and what life am I leading? – could have a direct impact on how we save, and our long-term financial planning: https://partnership.sjp.co.uk/article/detail/sjpp/why-do-we-find-it-hard-to-save-for-our-future-self.html



SJP Approved 22/03/2024

22/02/2024

A thought for your financial future! 🤔

As we approach the year-end, consider the impactful strategy of tax efficient gifts. Supporting your children and grandchildren through this avenue not only benefits them now but also plays a vital role in long-term planning, shaping a secure financial future.🔒

Plus, it's a smart move in managing Inheritance Tax considerations. Let's explore this practical aspect of financial planning together and create a legacy that lasts. Contact us today!

Taxation rules can change at any time and are dependent on individual circumstances.


Mercury Financial Management Limited 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) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.
SJP Approved 16/11/2023/ 02/02/2024

19/02/2024

Time is ticking! ⏰

As the tax year draws to a close, a gentle reminder about the golden opportunity to supercharge your pension. Making additional contributions before the deadline is a strategic move to unlock valuable tax allowances and reliefs, giving your pension pot a substantial boost. 💪

Don't miss out on the chance to maximize your contributions and enjoy significant tax benefits. Let's make this year-end count for your pension and contact us today! 👌

The value of your investment can go down as well as up. You could get back less than you invested.

Taxation rules can change at any time and are dependent on individual circumstances.



Mercury Financial Management Limited 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) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives.

SJP Approved 16/11/2023 / 02/02/2024

15/02/2024

As we approach the end of the tax year, a friendly reminder to seize the opportunity and optimize your ISA allowances for maximum tax benefits! If you haven't done so already, now is the perfect time to make sure you're making the most of your ISA allowances.
Let's work together to ensure your financial goals align with smart, tax-efficient decisions. Don't miss out on potential savings—let's make this tax year end with a strategic financial win and contact me today!
The value of your investment can go down as well as up. You could get back less than you invested.
Taxation rules can change at any time and are dependent on individual circumstances.

Mercury Financial Management Limited 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) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/11/2023 / 02/02/2024

12/02/2024

📅 As we approach the end of the Tax Year, it's crucial to start thinking about your tax planning for the forthcoming year-end. 💼 Whether you're a business owner or an individual, strategic tax planning can make a significant impact on your financial well-being.

Contact me today for advice and to help you to navigate the complexities of the tax landscape and set the stage for a financially successful year ahead! 💰

Taxation rules can change at any time and are dependent on individual circumstances.



Mercury Financial Management Limited 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) The St. James's Place Partnership' and the titles `Partner' and `Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP Approved 16/11/2023 / 02/02/2024

02/08/2023

It is never too early to think about saving for retirement. Are you starting to think about the life you want to lead when you have more time? We can help you figure out what is important to you and how to achieve your pension goals.

Speak to the experts and contact us now to book a no obligation chat: www.mercuryfinancial.co.uk

Mercury Financial Management 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).

SJP Approved 27/03/23

14/07/2023

28/06/2023

01/06/2023

Home is where the heart is, and buying a new house is exciting but with so many lenders and products available, choosing the right mortgage can be confusing. Let us help you understand your choices; we can guide you through the complexity of today’s mortgage markets, making the process as straightforward as possible, and making sure you have the right mortgage to suit your needs.
Speak to our financial experts.

Contact us to find out more: www.mercuryfinancial.co.uk

Your home may be repossessed if you do not keep up with repayments on your mortgage.

Mercury Financial Management 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).

SJP Approved 27/03/23

23/05/2023

Mercury Financial Management Ltd 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). The title 'Partner Practice' is a marketing term used to describe St. James's Place representatives.

SJP approved 23/05/2023

22/05/2023

If you aren’t on track to get the full State Pension, it’s possible to buy top-ups. Those with big gaps to fill can take advantage of the government offer to make voluntary National Insurance contributions (NICs) going back 16 years. But it’s important not to delay, as the scheme comes to an end on 31 July 2023. Read more about this on our website.