Regulatory Information

01564 711 664

Merlin Financial Services Worcester

Client Benefits

In all of our dealings we aim to achieve the following:

  • To offer a complete service to meet our clients' requirements.
  • Objective advice based on thorough research on all the different products which are available in the current market place.
  • To listen carefully to our clients' needs and objectives and provide appropriate solutions within their specified budget.
  • To be open and transparent when dealing with clients, treating customers fairly and impartially.
  • All communications to be clearly explained, without the use of jargon.
  • A transparent fee structure.
  • A timely response to queries, calls and emails.
  • Privacy and confidentiality.
  • Staff who are competent and courteous and act with integrity at all times.
  • Staff who are professional and diligent.

Our goal is to exceed clients' expectations, building relationships with long term value. We understand our clients' needs. It is because of this understanding we are able to provide a comprehensive Wealth Management Service, designed to create real value long into retirement.