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Partner at ICAEW's Personal Finance Planning Conference 2020


Founded more than 30 years ago, Mercia is one of the leading providers of training and support services to the UK and Ireland accountancy profession.

Staying ahead of the ever-changing regulation in the industry and embracing technological developments ensures Mercia has the most comprehensive range of products and services available in the market.

Mercia’s success has been driven by providing all size firms with a diverse range of high-quality products and services, tailored to suit individual needs.

About us

With over 30 years' expertise and an enviable reputation, Mercia Group is a leading provider of training and support services, with over 30 years expertise working with the UK accountancy profession.

Over 6,000 firms attend our training events, rely on our technical products and utilise our expertise and resources to help firms, of all sizes, succeed in today's evolving market. Whether new or established and with our fresh thinking and practical approach, we help our clients stay ahead of the ever changing regulations and technology developments, offering a diverse range of bespoke and comprehensive products to support personal and business growth.

Mercia Group provides training and support services throughout the United Kingdom and to the Republic of Ireland. Our offices are based in London and Leicester and we are part of Wilmington plc's Professional Division. We provide a flexible approach and excellent customer service, working alongside partner organisations, such as Quorum Training to provide financial courses taught by industry specialists. 

ICAEW's Personal Financial Planning Conference 2020

19 November: 13:30-14:00
Workshop: Probate services - the how and the why

In this pre-recorded session Mercia's David Norris and ICAEW's Janet Hartnas looked at how many firms were registered to provide probate services, how to go about getting a probate licence and how you might structure your firm once registered. There was then an exploration of how firms might make the most of the licence to benefit their clients and link to a range of other opportunities. 

Our speakers

David Norris,  Head of Audit & Accounts and Compliance at Mercia Group

He joined SWAT UK in 2000 as an audit lecturer and reviewer, having qualified as a Chartered Accountant with South West firm Thomas Westcott. In 2014, David was appointed to the board of SWAT UK as Training Director and then moved to the board of Mercia when the companies merged in 2016. He moved to his current role in 2021.

David is responsible for the technical quality of Mercia’s Audit & Accounts and Compliance Reviews, Technical Queries and Manuals, with a remit to ensure they are also practical and relevant to firms of all sizes. David also retains a lot of client contact and performs a large number of lectures and review visits, throughout the county and online.

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