Consulting firm Mercer, a wholly owned subsidiary of Marsh & McLennan Companies, has launched Mercer Jelf Financial Planning brand in the UK.
The new brand brings together the Mercer and Jelf financial planning teams to deliver a combined proposition.
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Jelf Group’s buyout by Marsh & McLennan Companies in December 2015 was followed by the transition of Jelf’s Financial Planning team to Mercer.
Founded in 1989, Bristol-based Jelf Group has 36 offices across the UK.
Richard Wilson, partner and commercial leader of Mercer’s Consumer business, said: "Our priority since the acquisition has been to ensure that clients’ positive experience of dealing with both parties is unchanged. We are now ready to begin rolling out the new Mercer Jelf Financial Planning brand and proposition in all communications and marketing activity."
Jelf’s original financial planning business operated from the core locations of Bath, Bristol and Reading. It provides financial advice to HNW individuals, business owners and senior executives across the UK.
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By GlobalDataThe combined Mercer Jelf Financial Planning business employs around 100 staff; works with over 2,500 individual clients on an ongoing basis, and in addition to the above operates from London, Manchester, Leeds and Edinburgh.
Mercer Jelf Financial Planning as a firm holds Chartered Financial Planner status. Services will be focused around three core offerings to individual clients: Financial Advice, Financial Health Check and Retained Wealth Management.
"The battle amongst employers to recruit and retain the best quality talent continues to intensify. Mercer Jelf Financial Planning has in part developed these services in response to increasing demand from employers to facilitate impartial guidance and financial advice for their employees from a trusted source," Wilson added.
"This can cover employer-sponsored benefits as part of a broader employee engagement strategy, and extend further into an employee’s wider financial affairs, overall leading to a happier and more productive workforce."
