Bacup | Lancashire
01706 875459

How we operate

All financial advisors are legally required to agree with customers how they will be remunerated and for exactly which services provided.

How we operate

At Merlyn, we have always employed this transparent approach to financial advice, and following an initial no-cost consultation, we will work with you on an agreed costing structure for any financial advice provided, as well as its subsequent implementation.

Remuneration is agreed on a commission or fees basis, however, we’ve found that most of our clients prefer the convenience and clarity of agreeing a fixed charge up-front when paying for our services. This eliminates the potential for any concerns customers may have that the advice they are offered could be influenced by commission levels, providing complete peace-of-mind.

No charges will be made without discussion and approval by both parties, or without prior notification in writing.

Contact our experienced advisers on 01706 875 459 for more information.