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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. 

Train your team

Mercia runs a comprehensive range of accountancy, audit and tax training. With more than 1,000 events each year. Its programme is organised for the accountant in practice and in response to what is happening in the professional environment.

Promote your services 

Mercia's dedicated team use their expertise to deliver traditional and digital marketing solutions for accountants throughout the UK. It has developed a range of products for year-round marketing activity to suit all budgets, providing firms with the tools to market their accountancy practices effectively.

Support your practice 

Mercia's unrivalled range of technical products and services are used by over 2,500 firms. Its various products provide the tools and expertise for you to remain up to date, compliance and efficient. Whether firms need support with auditing, anti-money laundering, tax, probate, investment business or general practice procedures Mercia can support in all these areas and more.  

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 look at how many firms are registered to provide probate services, how to go about getting a probate licence and how you might structure your firm once registered. There will then be an exploration of how firms might make the most of the licence to benefit their clients and link to a range of other opportunities. 

Mercia's speakers

David Norris, Director

David is a director of Mercia, responsible for their reviews, manuals and technical queries service lines at Mercia. 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 is responsible for the content, delivery and development of courses throughout the country and over the web, before moving onto his current role when Mercia purchased SWAT UK in 2016. He still performs a large number of file review visits and lectures, mainly in the areas of audit, financial reporting and practice compliance. 

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