Regulatory Information

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Merlin Financial Services Worcester

Client Testimonials

Sensible and coherent investment plan

“Over many years I have made use of Simon Dunkley's financial services. Like most individuals I have invested on the basis that I can't afford to lose investment funds. His awareness of this has resulted in a sensible and coherent plan developed over several years that has, with regular checks, worked out to my complete satisfaction. He continues to provide carefully thought out advice which is both timely and always of good financial value”

Brigadier G Bulloch, Retired Officer, Marlborough

Comprehensive financial advice

“Simon has always listened to our requirements and provided comprehensive advice in order to achieve our goals. We would not hesitate in recommending Simon and his team”

Mr G M Scott, Company Director, Cirencester

Wise and knowledgeable advice

“We have been with Simon Dunkley for over ten years and have been extremely happy with the wise and knowledgeable advice which he has given us as well as excellent service and support. He has also widened our horizons in the enhancement of our earning capacity. We would gladly recommend him to anyone”

Mrs S Grant, Journalist, Warwick

Excellent advice and guidance

“Simon Dunkley has been our financial adviser for the past 12 years. He has given us excellent advice and guidance. He is very friendly and easily approachable at any time. We have no hesitation in recommending him as an expert in his field”

Dr A Maheson, Retired GP, Coventry

Committed to your needs

“Over the last 11 years we have found that any time you speak to Simon Dunkley, he is committed to your needs however large or small, comprehensively engages in detailed discussion and advice over the matters you raise, never applies pressure and overall offers well balanced guidance in the ongoing management of your needs. We have no hesitation in recommending him to anyone”

Mr D Wilkes, Retired, Solihull