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
Information about our Services and Costs Document
Equity Release Initial Disclosure Document
Buy To Let Initial Disclosure Document
Regulated Mortgage Contracts 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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