At Mercia we endeavour to build close relationships with our adviser ‘partners’ and their clients, alongside maintaining open and transparent communication to ensure we are adding real value to our customers amidst an ever evolving investment climate and regulatory terrain.
Our aim is to enhance your client relationships through tailored support such as bespoke reporting and progress updates to allow fluid and valuable communication with your client base. In addition, we can offer our advisory partners a more flexible approach to investing which can include the opportunity for some of their selective clients to invest into our portfolio companies directly.
Regulatory and HMRC compliance is a cornerstone of our strategy and an area in which we are uncompromising in the protection of our advisory partners and investors interests. Our tax advisor, James Cowpers LLP, can offer additional support for some of the more complex or technical questions advisers or their clients may have.
We have also recently launched a new ‘Investor & Advisor Portal’ which will provide a wide range of tools and support including a full portfolio breakdown and quick view performance tracking, alongside an easy access data bank of all relevant fund documentation. In addition, advisers will be able to download full fund/portfolio reports instantly for use with their clients.
For more information about Mercia and future investment opportunities, please contact our dedicated Investor Relations team at firstname.lastname@example.org.
Please leave your details below to be sent an Advisors Pack for the Mercia Growth Funds.
For further information please contact email@example.com. Alternatively, call +44 (0) 330 223 1430 and ask to speak to a member of our Investor Relations team.