Regulatory Information

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Merlin Financial Services Worcester

Our main areas of Advice

We are able to advise and provide solutions to a wide range of both personal and business financial areas.


Having a diverse portfolio is important in balancing your investment risks

Investment Advice

We're here to help you choose the right way to invest your money in order to help you meet your objectives. In this section we've covered the most common types of investments. Speak to us to discuss your situation further.

The Financial Conduct Authority does not regulate National Savings.

 
Pensions and Retirement Palnning Advice

Pensions and Retirement Planning.

Looking at the many options available when taking benefits from Pension Schemes. Please contact us for advice on your specific circumstances.

Accessing pension benefits early may impact on levels of retirement income and is not suitable for everyone. You should seek advice to understand your options at retirement.

 
Having worked hard to build up your estate, it is vital that you have an effective estate planning strategy in place

Protecting you & your Estate

Having worked hard to build up your estate, it is vital that you have an effective estate planning strategy in place, that way you can pass on that wealth to the people you care about and minimise the amount of tax you pay.

 
Business Protection, Employee Benefits, Directors Pensions and Auto-Enrolment

Corporate Services

Advising you on Business Protection, Employee Benefits, Directors Pensions and Auto-Enrolment. To help take all the right measures to help to be in the best position to work towards your business goals and the necessary steps to protect your business.

 
Securing the future of your family's financial future after your death or incapacity.

Wills and Trusts

A will is a legal document that sets your wishes regarding the distribution of your property (and the care of any minor children).

A trust is a way of managing assets (money, investments, land or buildings) for people. There are different types of trusts and they are taxed differently.

 
Tax Planning

Tax Planning

Miscellaneous & Taxation information that may be useful when dealing with certain life events.

The Financial Conduct Authority does not regulate taxation and trust advice.

 
Having worked hard to accumulate your wealth, an effective estate planning strategy in place is vital, so you can pass on that wealth to the people you care about.

Passing on your wealth

Having worked hard to accumulate your wealth, an effective estate planning strategy in place is vital, if you want to pass on that wealth to the people you care about.