For information purposes only. These documents will be issued to you when required in line with FCA disclosure guidelines.

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

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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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.