Merrick Platts Financial Services

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Merrick Platts Financial Services We provide personalised financial strategies, investment guidance and wealth management solutions tailored to your unique needs.

Our team is dedicated to helping you plan for today and secure tomorrow.

🌱 Your pension could be working towards a retirement that is still years away, which makes it easy to put it to the back...
22/10/2026

🌱 Your pension could be working towards a retirement that is still years away, which makes it easy to put it to the back of your mind.

But when did you last check what you actually have?

It can be useful to review your pension arrangements from time to time and consider whether they remain suitable for your circumstances and long-term objectives.
You may have pensions from previous employers that you've lost track of, or simply be unsure how your existing arrangements fit together.

đź“© If your pension feels like something you should understand better, a conversation could be a good place to start.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

🛡️ We insure our homes, cars and belongings, but how much thought have we given to protecting our income and the people ...
20/10/2026

🛡️ We insure our homes, cars and belongings, but how much thought have we given to protecting our income and the people who depend on us?

An unexpected illness, accident or loss of life can have a significant financial impact.
Protection planning is about considering what could happen if life doesn't go according to plan and whether your finances could cope.

There isn't a one-size-fits-all solution. Your circumstances, responsibilities and priorities all matter.

❤️ A financial review can help you understand where you may have gaps in your protection.

Protection plans are subject to terms and conditions. The availability and cost of cover depend on individual circumstances.

🏠 Your mortgage is one of the biggest financial commitments you are likely to make.If your current mortgage deal is comi...
16/10/2026

🏠 Your mortgage is one of the biggest financial commitments you are likely to make.

If your current mortgage deal is coming to an end, it can be useful to start thinking about your options ahead of time rather than waiting until the last minute.

Your circumstances may have changed since you last arranged your mortgage, so it can be worth reviewing what you have and what you may need now.

Whether you're buying, moving home or reviewing an existing mortgage, professional advice can help you understand the options available to you.

đź“ž If a mortgage review is on your to-do list, get in touch with Merrick Platts.

Your home may be repossessed if you do not keep up with repayments on your mortgage.

đź’­ We all have financial goals. Buying a home, preparing for retirement, building savings or making sure your family is p...
15/10/2026

đź’­ We all have financial goals. Buying a home, preparing for retirement, building savings or making sure your family is protected.
But having a goal is only the starting point.

A financial plan can help you understand where you are today, where you want to be and what steps could help you move towards your goals.

At Merrick Platts, we take the time to understand your circumstances, your priorities and your ambitions before discussing a personal financial strategy.

đź“© Have a financial goal you've been putting off? It could be time to start the conversation.

This information is for general guidance only and does not constitute personal financial advice. The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

If you’re self-employed or a business owner, October is an important time to be aware of.From 1 October, many lenders st...
08/10/2026

If you’re self-employed or a business owner, October is an important time to be aware of.

From 1 October, many lenders start to require 2025/26 tax returns when assessing income.

If you’re thinking about your finances, borrowing or making a major financial decision, it’s worth making sure your tax returns and income evidence are up to date.

âś” 2025/26 Tax Return
âś” Tax Calculations
âś” Tax Year Overviews
âś” Up-to-date income evidence

Having the right documents ready can help make the process smoother and avoid unnecessary delays. If you’re self-employed or a business owner and want to discuss your options, get in touch.

The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in future.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.

Every financial journey starts with a conversation.Whether you're planning for retirement, buying a home, growing your i...
08/10/2026

Every financial journey starts with a conversation.

Whether you're planning for retirement, buying a home, growing your investments, protecting your family, or looking for tax-efficient strategies, we're here to help.

đź“© Contact Merrick Platts Financial Services today to discuss your financial goals.

Your home may be repossessed if you do not keep up with repayments on your mortgage.
Protection plans are subject to terms and conditions. The availability and cost of cover depend on individual circumstances.
The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in future.

With the final quarter of the year approaching, now is a great time to review:âś” Savings goalsâś” Investment performanceâś” M...
06/10/2026

With the final quarter of the year approaching, now is a great time to review:

âś” Savings goals
âś” Investment performance
âś” Mortgage arrangements
âś” Protection policies
âś” Retirement plans

A proactive review today can help you finish the year strongly.

The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.
Your home may be repossessed if you do not keep up with repayments on your mortgage.
Protection plans are subject to terms and conditions. The availability and cost of cover depend on individual circumstances.

Professional advice, clear communication, and excellent support throughout.Positive feedback from our clients is somethi...
01/10/2026

Professional advice, clear communication, and excellent support throughout.

Positive feedback from our clients is something we're always grateful for.
Helping people make informed financial decisions remains at the heart of everything we do.

For some homeowners, equity release can provide access to funds tied up in their property.It may help support retirement...
29/09/2026

For some homeowners, equity release can provide access to funds tied up in their property.
It may help support retirement plans, home improvements, or family gifting.
As with any financial decision, understanding the benefits and considerations is essential.

Equity release will reduce the value of your estate and can affect your eligibility for means-tested benefits.

Whether retirement is 5 years away or 25 years away, planning ahead can make a significant difference.Regular reviews he...
22/09/2026

Whether retirement is 5 years away or 25 years away, planning ahead can make a significant difference.
Regular reviews help ensure your pension strategy remains aligned with your objectives and changing circumstances.
Let's create a plan that supports the future you want.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

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4 The Chase
Markfield
LE679XF

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