Welcome to FinancialMerrett
We specialise in providing high-quality advice relating to Mortgages, Protection, Retirement, Investment Planning, Equity Release* and Later life planning to families and individuals in and around Oxfordshire.
Your home may be repossessed if you do not keep up repayments on your mortgage.
*This is a lifetime mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
WHAT WE DO
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
Chartered Associate
The London Institute of Banking & Finance.
Lee Merrett has been awarded the prestigious title of Chartered Associate with the The London Institute of Banking & Finance.
Testimonials
SJP Approved 10/05/2023
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 ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
