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Camelot House
60 Barbourne Road
Tel: (01905) 731315
Fax: (01905) 731316


Client Proposition Document

The Merlin Financial Services Ltd - Advisory & Planning Service Document

Client Agreement Document

Our Client Agreement Document is available here as a PDF.



Data Privacy Notice

Combined Initial Disclosure Document

Equity Release Initial Disclosure Document

Buy To Let Initial Disclosure Document

Services and Payment Agreement Document

Our Services and Payment Agreement Document - This document is completed after agreeing with our clients any initial and/or any on-going charges.



All these documents are available as PDF's.

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Independent Corporate & Personal Financial Planning
Merlin Financial Services Limited, Registered in England no. 4161597
Head & Registered Office: Camelot House, 60 Barbourne Road, Worcester WR1 1JA
Authorised and Regulated by the Financial Conduct Authority