Bacup | Lancashire
01706 875459

Independent Financial Advice in the comfort of your own home

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Merlyn Wealth Management
provide financial planning services to individuals and business owners throughout Lancashire, Yorkshire, Cumbria, and beyond.

Client Respect

As an independent, local wealth management service, we specialise in developing long-term relationships built on mutual trust and respect, delivering great service for our clients.

Our Services

Our bespoke services include retirement planning, mortgage advice and tax efficient investments. In addition we also provide specialist advice on Islamic investments.

Getting To Know You

We will meet you in the comfort of your home and take the time to get to know your financial circumstances. Once we've established your goals we'll create your personal finance plan.


"From my first point of contact, you have kept me up to date with matters as you waited for information yourself. Careful advice was given throughout and several years of paperwork from other advisers was finally explained to me both in a manner I understood and also what it meant for me in the future. Hopefully, my investments will grow in the future as our relationship develops further and I would (and have) certainly recommend you to other people. The fact you are prepared to visit your clients speaks volumes in itself."

PFA Coach

"I played with Brian when he was a Professional Footballer with Oldham Athletic and having been reintroduced to him in relation to my personal finances, have found him to act on my behalf in an honest and open manner. We meet at a time to suit myself and he has been the only adviser I have had who has maintained contact and delivered the service that he promised, as such I trust him to manage my personal finances. Furthermore, I have no hesitation in recommending him, in fact to date I have referred him to family and friends whom I have no doubt will benefit from his refreshing approach."

Football League Academy Manager