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01564 711 664

Merlin Financial Services Worcester

Merlin Financial Services Ltd

Simon Dunkley

Proactive Financial Planner wishing to increase the range of holistic services I can offer to Private Clients. Recently achieved the highest accolade offered by the Personal Finance Society which is the title of Fellow. Awarded Chartered title by the Chartered Insurance Institute in 2009.

Providing First Class Financial Solutions to Private & Corporate Clients.

Listening to client's needs and implementing long term, realistic plans with the aim of leaving their wealth better managed and better protected from low interest rates, inheritance tax and stock market volatility.

Our practice operates by establishing relationships based on mutual trust and commitment, as we believe this is fundamental for Financial Planning and helps facilitate substantial prosperity.

We specialise in building and preserving capital and tailor plans to assist each client to achieve their own unique financial goals and ambitions.