Consultancy Mercer has launched a financial planning brand bringing together the former Mercer and Jelf financial planning teams.
Mercer Jelf Financial Planning (MJFP) will focus on three core offerings: financial advice, financial health check and retained wealth management. Jelf was acquired by Mercer's parent Marsh & McLennan...
Creation of chief commercial officer role
£800,000 annual fee income
Private equity-backed business
Northants and Cambs client base
First acquisition of 2021
Regulator 'follows not leads'
6.4% of over 80s saving for end of life needs
Maximum 30% of redress
Staff can come in if they wish
Two-day remote learning sessions