About us

Bespoke Financial Advice at a Fair Price

Founded by Simon John in 1998, Merchants Asset Management is an investment and mortgage advisory practice which places the delivery of pragmatic and effective financial solutions at the heart of the firm's ethos.

Working closely with our clients we look to produce bespoke solutions, delivering a unique plan which will closely reflect your individual aspirations and objectives. Attention to detail, close client communication and keeping charges low  are prioritised at all times to ensure client satisfaction.

​We believe that quality advice does not necessarily have to mean high costs for our clients and our advice concepts are aimed at maximising long term client value.

The most advanced portfolio monitoring, due diligence and analysis technologies are adopted throughout the practice. A key benefit of this is that our solutions may often be digitalised and streamlined in order to deliver  a valued financial proposition to our clients.

At Merchants Asset Management, our commitment to combining personalised service with leading technology ensures that we remain well-positioned to support our clients in navigating an ever-evolving financial landscape. We strive to build lasting relationships founded on trust, transparency, and performance—working together to secure your financial future with confidence and clarity.