Regulatory Information

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Merlin Financial Services Worcester

Our Service levels

At Merlin Financial Services Limited we believe that professional financial advice can add significant value to individuals and businesses. Planning financial security has often been described as a journey. There is a starting point and a destination and, like any journey, there are normally stops and deviations along the way. That's why we offer a range of Client Service Options. These have been designed to provide an ongoing financial planning and review service so you have the opportunity to check how your own financial journey is progressing, and whether you are on track to achieve your objectives, and discuss progress with us.

As your partner in building wealth and security, we focus on ways that we can help you to live the life that you desire. By engaging with Merlin Financial Services Limited you assure yourself a choice of regular financial checkups and access to new ideas brought to you by the Merlin Adviser Team. Choosing a financial partner is one of the most important decisions you will ever make. Take your time, choose wisely and we hope that we can earn the right to work with you and your family into the future.

We strongly believe that the most effective way we can help you achieve financial independence is to make sure you get the right advice at outset. Merlin, as Independent Financial Advisers, can continue to provide you with unbiased advice and guidance over the longer term, helping you achieve your goals through our Advisory & Planning Service creating a strong trusting and long lasting relationship.

There are four service levels and these are detailed below:

Summary of Services

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