Merlin Wealth Management is an independent financial advisory firm that provides bespoke financial planning and wealth management services. The company focuses on building long-term, trusted relationships with its clients to help them achieve their financial and lifestyle goals. Their core services include comprehensive financial planning, investment management, retirement planning, inheritance tax and estate planning, and mortgage advice. As a Chartered Financial Planners firm, they are committed to maintaining high standards of professionalism and ethical practice.

Founded in

United Kingdom