About us

Mercian Wealth Management was established in 2015, when it's Principal Andrew Davies-Rounds accepted an invitation to join St. James's Place Wealth Management. Prior to this, Andrew was operating as a financial adviser and mortgage broker for 14 years.

At Mercian Wealth Management, we provide wealth management advice and mortgage advice to individuals and businesses in and around Staffordshire and the West Midlands.

Our friendly and professional team take away the frustrations of financial planning, enabling our clients to meet all of their financial goals.

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We were having problems with my husband’s pension provider and approached Mercian Wealth to help. They were very helpful, giving advice and explaining the pros and cons of transferring his pension. There were some hurdles to jump through but, if we had any questions, they were always available ove...

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.