Mercian Wealth Management
Birmingham #LoveBiz Community
Contact: Dominika Domanska
Telephone: 07519 804 570
I put my clients firmly at the heart of everything I do. It enables me to provide genuinely client-focused advice. In my experience, no two clients are the same and I therefore ensure that I understand your personal or business objectives and deliver solutions that are right for you.
I specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages.
My comprehensive range of services includes:
Savings and Investment Planning
Inheritance Tax Planning
Additionally, I assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pension planning, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning.
I believe that reliable wealth management advice and creating the right investment strategy are crucial elements in helping to secure your future financial well-being. I can provide the quality advice, comprehensive investment planning and ongoing service to help you achieve your financial goals.
The Partner Practice is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The title ‘Partner Practice’ is the marketing term used to describe St. James’s Place representatives.