Established in February 2001 by like-minded individuals who had worked together in the financial services arena for many years previously, Merlin has expanded to five advisers based in two locations.
Our main support staff being based at the company owned head office in Worcester. 2003 saw the introduction of one Director. December 2014 Merlin was awarded the prestigious title of a “Chartered Financial Planner firm” by the Chartered Insurance Institute. March 2015 saw the addition of another Chartered Financial Planner and the opening of our office in Solihull.
