MerlinFS Logo
Camelot House
60 Barbourne Road
Worcester
WR1 1JA
 
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.

 

Documents

Data Privacy Notice

Information about our Services and Costs 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.

If you do not currently have software to read PDF's it can be downloaded free from Adobe here:


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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
.