Tel: 0203 105 5550

Merchant Financial Services

Our Clients

There are times when it can prove difficult to establish your true financial needs, which is why we provide advice in a friendly and understandable manner.

Merchant Financial Services (UK) Ltd has been built based on honesty, reliability and an excellent service. Many of our clients have personally trusted us for nearly 16 years, and throughout this period, we've developed many good friendships.

Merchant Financial Services (UK) Ltd offer both personal and corporate advice on a whole range of financial services including the following:


Retirement and pension planning
Investing for capital growth or income
School fees planning
Tax planning and mitigation*
Protection against critical illness
Income protection
Inheritance and succession planning
Long-term care
Private medical insurance
Family protection life assurance
Mortgages – both residential and buy to let


Commercial mortgages
Group income protection
Group Private Medical Insurance
Group death-in-service and dependants benefit schemes
Partnership and directors share protection
Key person business protection
Advice for your employees if required
Employee benefits implementation and management
Flexible employee benefits menu systems
Pension schemes and auto enrolment

*The Financial Conduct Authority does not regulate will writing, taxation and trust advice, accountancy services, solicitors services, estate agebt services and some aspects of buy-to-let mortgages and commercial mortgages. Your home or property may be repossessed if you do not keep up repayments on your mortgage.

About us

We are a team of financial advisers specialising in providing advice on mortgages, personal and company protection, retirement planning, investments, and Inheritance Tax planning.

How we are paid

On receiving an enquiry, Merchant Financial Services (UK) Ltd will arrange an initial meeting. The purpose of this meeting is to find out whether we can help you in achieving or moving towards your financial goals. There is no charge for this and no obligation on either side.

Our approach

We make sure we take the time to understand your needs, goals and preferences before we make any recommendations.

Knowledge Centre

To download our personal finance magazines and financial guides packed full of informative financial news, simply register your name and email address.


Contact Us

Merchant Financial Services (UK) Ltd
2nd Floor Monument House, 215 Marsh Rd,
Middlesex HA5 5NE

Tel: +44 (0) 203 105 5550
Fax: +44 (0) 208 429 4692