Mercer & Hole has appointed a new financial planning director as part of its continued work with clients across London and the Home Counties. The firm operates from offices in London, Buckinghamshire and Hertfordshire.
Michael McManus joins the accountancy firm after more than a decade in financial planning roles at Rathbones and Saunderson House. His professional background includes work across investments, protection strategies, retirement planning, estate planning and tax optimisation.
In his new position, McManus will advise clients throughout London and the surrounding regions. The Mercer & Hole financial planning director role will involve supporting individuals as they manage financial decisions amid changing tax conditions.
“I’m very pleased to join Mercer & Hole and look forward to meeting new clients and working with them to achieve their goals,” he said.
He highlighted the pressures currently facing clients. “It’s a challenging time for clients trying to navigate many tax changes and the consequences they have which may affect their future plans.
“I’m here to listen to them and help them work out how to achieve their long-term financial objectives despite the ‘goal posts’ shifting for many.”
Mark Cassidy, joint managing partner at Mercer & Hole, welcomed the appointment. “We welcome Michael to the financial planning team.
“He brings with him a wealth of knowledge and experience and a great approach to listening to clients ambitions and helping them to come up with a workable plan.”
Mercer & Hole has 28 partners and employs more than 300 staff across four offices located in London, St Albans, Rickmansworth and Milton Keynes. The appointment strengthens the firm’s financial planning offer following the arrival of the new Mercer & Hole financial planning director.
