Hello and thank you for taking the time to view my profile. I am passionate about helping people to achieve their goals, financial needs and objectives in the following ways: ►Give a clear peace of mind of financial security and protection ►Demystify the complexity of financial services world and jargon►A high level of bespoke advice designed to help our client maximise their financial potential I also show my clients simple, tax efficient solutions which I firmly believe in and use for myself and my family.I am the Managing Director of Mercury Wealth Management Ltd and joined the financial services industry in 1978. After training with a large financial institution I joined a local firm of advisers and in 1982 founded independent financial advisers, Nigel Bourke & Company. The firm has now evolved into Mercury Wealth Management Limited to provide fee-based holistic financial planning services to a select group of high net worth clients.As well as specialising in investments, for which I have won a number of national competitions, I have also qualified as one of the few affiliate members of the family lawyers' organisation, Resolution, providing specialist advice in matters relating to pensions and divorce. I am also an affiliate member of STEP (Society of Trust and Estate Practitioners) specialising in Trusts and Inheritance Tax planning. I have recently achieved the Chartered Financial Planner qualification often referred to as the Gold Standard level of proficiency in the financial services industry.Outside of workI am married to a fantastic wife with two grown up children. My hobbies include flying I am a Holder of a Private Pilot's licence as well as being a qualified Hot Air Balloon pilot, Photography, presently studying for an advanced qualification on all aspects of wine...may take a while!
Listed skills include Wealth Management, Retirement, Financial Planning, Investments, and 27 others.
