Merlin Wealth Management Ltd | Financial Adviser

Welcome to Merlin Wealth Management

At Merlin Wealth Management, we take away the frustrations of financial planning. From our approachable, friendly team of professional advisers, we offer both personal attention and over 30 years of combined experience to meet all your financial goals.

What we do

We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.

We pride ourselves on building long-term relationships with clients.

We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.

Find out more

Please get in touch to discuss your financial requirements in more detail.

Contact

Promotions

Item 1 of 5

Testimonials

Item 1 of 3

Partner Chris Connor

Firstly, not only is Chris extremely good at the technical side of his work, that is finding the right solutions to suit your lifestyle, finances and needs, he is a very good listener and extremely empathic and understands that there is an emotional si...

Dr Linda Buchan| Consultant Clinical Psychologist, Director Axia ASD Ltd - Chester

SJP Approved 05/10/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Merlin Wealth Management Ltd is registered in England and Wales, Number 07096691. Registered Office: 181 Burngreave Road, Sheffield, S3 9DL.

Quick links

Get in touch

Connect

Accreditation

Financial-Planners-(CII)-Chartered-Off-White.svg