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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