Merrixgrogan Chartered Financial Planners

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 and is only awarded to firms with a commitment to developing and maintaining the knowledge and capability of their people. It also signifies adherence to a demanding code of ethical practice and is the gold standard of what is generally accepted as a rapidly evolving profession.

To facilitate the very highest levels of service, we have a simple charter which is 'to be recognised as the best financial business offering trusted and tailored financial leadership'.