Our people are very important to us, as is making certain we provide you with the best possible professional financial advice. Below is a short biography for each of our colleagues together with their contact telephone number. Russell started working in financial services in 1986 and has over 20 years experience as a financial adviser.
Qualifed to dipolma 4 DipPFS through the chartered insurance institute and has gained his statement of professional standing. Russell is well versed in all aspects of general financial planning and his specialist areas are mortgage and pension advice. David has worked in financial services for 18 years and joined Russell Mercer Insurance Services in 2008 as a mortgage adviser and is CeMAP qualified.
Qualifed to dipolma 4 DipPFS through the chartered insurance institute and has gained his statement of professional standing. Russell is well versed in all aspects of general financial planning and his specialist areas are mortgage and pension advice. David has worked in financial services for 18 years and joined Russell Mercer Insurance Services in 2008 as a mortgage adviser and is CeMAP qualified.
Services
This section contains miscellaneous & general financial information that you may find useful when dealing with certain life events. This document contains a short explanation of Capital Gains Tax, the allowances available in the 2021/22 tax year, and how you can use it in your year end tax planning.
Investing money needs careful consideration and you need to be absolutely sure of the risks involved. This section provides generic information on different types of saving & investment. You should seek advice appropriate to your specific circumstances prior to making any decisions. The value of investments and the income they produce can fall as well as rise.
Not only do you need to consider which mortgage is most suitable for your current needs and circumstances, you also need to think about which interest rate options are most likely to suit your needs. This section has information on the various types of mortgage product which are available. Buy to let mortgages are not regulated by the Financial Conduct Authority.
It's important to plan ahead for your retirement. Here, we explain why pension planning is so critical, and describe some of the options available to you. This information is intended only as guidance. For advice on your specific circumstances, please get in touch. Annuities are historically the most popular option in retirement, with a great many looking for the security that they provide.
The cost of insurance, particularly life insurance has fallen over recent years, whilst the quality of cover has in many cases increased. With this in mind, it makes sense to periodically review your cover with the help of a professional financial adviser. This section provides helpful information on the different types of protection product available.
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