We take complicated issues and make them simple.

We offer truly independent financial advice to private individuals and businesses, covering all aspects of personal and corporate financial planning. The firm is proud to have achieved the prestigious status of Chartered Financial Planners.

People don’t plan to fail, they simply fail to plan.

Each client of MerrixGrogan deals primarily with one adviser although because we work as a team, with different areas of expertise, specialist knowledge and skills are regularly shared for the benefit of all clients.

We always endeavour to be the very best that we can.

Clients value the clarity and certainty that we add, whilst working on their behalf. We believe in developing relationships for the long term. Our approach is personal and our service is dedicated, which is why the majority of our new clients come from recommendations from existing clients and local professionals.

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