Our approach
We believe in developing relationships for the long term.
Our approach is personal and our service is dedicated, which is why most of our new clients come from recommendations from existing clients and local professionals
How we workWe 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.
MerrixGrogan
Trusted and tailored financial leadership
Since we established our private practice in 2005, it has been built on the foundation that the client is at the heart of the business.
We have built a team and culture to reflect the fundamental importance and responsibility of our advisory role, to ensure we can deliver our client promise.
We were proud to be one of the first businesses to attain the corporate Chartered Financial Planners status. The title is an industry measure of the very highest standards of professionalism.
More about MerrixGroganOur services
Clients recognise our unmistakeable service and have absolute confidence in our ability to get the job done.
We agree the basis for contact and servicing with our clients at the outset of our relationship. We like to review all our clients’ financial planning at least annually
View our servicesAreas of advice
Our services
- Wealth Management
- Retirement Planning
- Financial Protection
- Employee Benefits
MerrixGrogan are completely transparent and open about fees and costs. We charge for our services by way of a fee which can be deducted from your investments or paid directly by you. We discuss the payment options at outset and a client will not be charged until we have expressly agreed how we are to be paid for our services.
Nottingham office
Contact MerrixGrogan
Telephone0115 973 9180