Mercer & Hole

Who are Mercer & Hole

Founded in 1905, Mercer and Hole has offered its clients accountancy and financial services for over a century. Considered one of the country’s top firms in financial planning and private client work, Mercer and Hole currently has offices in London, St Albans, Rickmansworth and Milton Keynes.

Over 200 employees work in the 24 partner firm, which provides financial services and advice to clients in various industries, including the healthcare, charity, farming, manufacturing, retail, technology and transport sectors.

Mercer and Hole has been the recipient of multiple awards for its service, including being the winner of Tax and Estate Planner of the Year at the Investment Life & Pensions Moneyfacts Awards 2018-19, and was a finalist at the British Accountancy Awards 2019 as Audit Team of the Year.

What do they do

Mercer and Hole provides a variety of accountancy and financial services to its many clients from various sectors of business, including the hospitality, technology and public sectors. These include, but are not limited to:

Business services – including audit and assurance work, business development, company valuation services, payroll Services, and work on pensions scheme accounts

Corporate advisory services – including company administration services, Creditors’ Voluntary Liquidation (CVL), compulsory liquidation process and Company Voluntary Arrangement (CVA)

Financial planning services – including Court of Protection, work on divorce, family and pensions, estate planning solutions, expert witness services and retirement planning

Outsourcing services – including benefits and packages, bookkeeping and management reporting, payroll work, and services relating to VAT and indirect taxes

Recent financials

Over the last decade, for the financial years ended 30 September, Mercer and Hole decided not to disclose a copy of its profit and loss account as part of an audit, so any definitive financial results are unavailable.

In the news

In May 2021, the accountancy firm appointed Charmain Alway to director, continuing to build upon its strong private client practice. Joining Mercer and Hole in 2008, Alway specialises in work related to estate planning, probate, inheritance tax and trusts. He is viewed as having a strong track record in advising clients on high value probate and estate work.

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