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Mercer & Hole

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Background Summary

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 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

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.

Recent Coverage

In January 2024 the company revealed that it would be sponsoring the Milton Keynes business awards, specifically he Outstanding Contribution award for the 2024 Milton Keynes Business Achievement Awards.

The Outstanding Contribution award was be given to an individual who has demonstrated outstanding leadership not just in their business life, but “within this dynamic community” for several years.

The company appointed Lee Benmore as the new chair of the R3 New Professionals Steering Committee. This committee represents young professionals in the insolvency and restructuring field nationally. Benmore, also chair of the committee in London and the South East, aims to foster relationships and support career development within the industry.

It also announced seven senior hires across tax, audit, outsourcing, and insolvency teams. These include Michael Quinn, an insolvency specialist; Jenny Lazar, focusing on high-net-worth individuals in tax; Tashini Mootoosamy, specializing in SME tax; Yasmina Kreaa, with a reputation in international tax; Chris Lovell, managing trust accounts and tax; William Barraclough, serving a range of clients; and Mandy Bagot, supporting businesses in property, construction, franchising, and ecommerce.

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