MERCER & ASSOCIATES WEALTH MANAGEMENT

Class [36]
Insurance & Financial Services

Inheritance tax and estate planning strategies;Long term care financial planning;Succession planning for business owners;Tax efficient profit extraction strategies for business owners;Administration of financial affairs;Administration of investments;Administration of pension schemes;Advice on finance for retirement;Advice relating to pensions;Advisory services relating to financial planning;Advisory services relating to insurance;Advisory services relating to life insurance;Arrangement of loans;Arranging of overdrafts;Brokerage services;Brokerage services for arranging financing by other financial institutions;Commercial mortgage brokerage;Consultancy services relating to corporate finance;Consultancy services relating to finance;Consultancy services relating to investment;Consultancy services relating to personal finance;Financial advice;Financial advice relating to employee share schemes;Financial advice relating to inheritance;Financial advice relating to investment;Financial advice relating to pensions;Financial advice relating to settlements;Financial advice relating to share option schemes;Financial advice relating to taxation;Financial advice relating to trusts;Financial advice relating to wills;Financial advisory services relating to life assurance;Financial management;Financial planning and investment advisory services;Financial research and information services;Financing services;Independent financial planning advice;Loan services;Mortgage advice;Pension advisory services;Portfolio management;Tax planning [not accounting].