Accountants Mercer & Hole have announced the appointment this month of Michael McManus as a Financial Planning Director, who will be based in London and the Home Counties, working with clients in the surrounding areas.
Michael joins the firm after spending over ten years in financial planning roles at Rathbones and Saunderson House.
Michael specialises in building and implementing comprehensive financial plans tailored to suit clients’ evolving needs. His expertise spans investments, protection strategies, retirement planning, estate planning and tax optimisation – ensuring clients receive holistic, long-term support.
Michael works with a wide variety of individuals and families at every stage of life. From those focused on building their wealth, to those seeking to protect it, through to those enjoying it in retirement, he provides guidance that adapts across generations.
Michael McManus comments: “I’m very pleased to join Mercer & Hole and look forward to meeting new clients and working with them to achieve their goals. 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 comments: “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 over 300 staff across its offices in London, St Albans Rickmansworth and Milton Keynes.