Welcome to MRT Financial Planning
Based in Oxfordshire, MRT Financial Planning is dedicated to helping families take control of their financial future with clarity and confidence.
Founded and led by Josh Merrett, the Practice is built on trust, transparency, and a deep understanding of the financial decisions families face at every stage of life.
Whether you're planning for your children's education, preparing for retirement, or managing life's unexpected turns, MRT Financial Planning provides personalised advice and long-term strategies to help you achieve your financial and personal goals.
What I do
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Promotions
SJP Approved 07/05/2025
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.
