01296 925988 info@merlinwp.co.uk

Why merlin?

As a small company we work with a select group of clients – this means we develop a close relationship with each and every one to build mutual trust and respect. For us at Merlin it’s about providing the right advice at the right time … every time. And we can only do that with the right team in place.

We have a great mix of industry professionals, highly qualified advisers and paraplanners, specialist operations staff, all with one thing in common – working together to help Merlin clients make the most of their assets so they can lead a financially secure life and leave a lasting legacy from generation to generation.

Merlin Wealth Planning was established in 2018 with these very goals and continues to address our clients needs, In 2020 Merlin Mortgages was launched which specialises in providing mortgage and equity release advice for our clients.

The most recent addition is Merlin Money, which was established to provide you with ability to compare interest rates for your cash savings over the medium to longer term. This service allows more choice and flexibility with your cash savings. It offers the opportunity to pick and mix savings products from a range of well-known banks and building societies, offering competitive rates, all through one online account.