Bacup | Lancashire
01706 875459

Service Overview

Service Overview

Merlyn’s local and personal approach to financial planning is based on the recognition that every client has different financial goals. From finding tax-efficient ways to invest a lump sum, to setting up a retirement plan, our advice covers broad range of options.

You can be assured that we have no ties to any fund managers, banks or financial institutions and are free to search the entire market in order to identify the best products and services to suit you.

Our comprehensive range of financial planning services span the following key areas:

  • Retirement planning
  • Tax efficient investments
  • Estate planning
  • Mortgage advice
  • Protecting you and your family
  • School fees planning
  • Planning for business owners
  • Islamic finance solutions
  • Wills
Contact our experienced advisers on 01706 875 459 for more information.