Regulatory Information

01564 711 664

  • Investments & Savings


    We know your income is a priority and you need to make sure your investments are generating as much as possible.
  • Retirement Planning

    wealth management
    Are you looking to retire in the near future? This is where we can help look at your pensions and investment plans.
  • Corporate Services


    We will assist you in both working towards your goals and taking the necessary steps to protect your business.
  • Protecting you & your Estate


    We advise on Wills and Trusts as well as the many issues to be considered when looking to protect both your family and your home.
  Simon Dunkley Offices - Adviser in Wealth protection

We are conveniently located off J4 of the M42 and have reserved parking available at our office address, Regus, Central Boulevard, Blythe Valley Business Park, Solihull B90 8AG

Client Testimonials

  Simon Dunkley - Merlin Financial services Meet the Team