Josh Merrett
BSc (Hons), Chartered ALFBF, AdvDipFA, CeMAP, FPIR
Hi, I'm Josh Merrett, the Founder of MRT Financial Planning.
As a Financial Planner based in Oxfordshire, I specialise in helping families navigate their personal finances and achieve their long-term financial goals. My approach is centred around understanding your unique needs and priorities, and providing advice that's tailored to your current situation and future aspirations.
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.
