Merlyn Wealth Management is based in Bacup, Lancashire around 40 minutes’ drive from Manchester and was established in 2011 by directors Brian Adams and Phillip Walton with the vision of providing quality financial advice to clients.
Brian has over 30 years of advising experience having joined the industry after having to retire from professional football with Oldham Athletic following an injury whilst Phil has over 30 years’ experience in advising having had several different practices before joining Merlyn permanently in 2016.
At this stage, we work with you to identify your needs and objectives. We will consider what policies or plans you already have in place and will help you to identify ‘gaps’.
Next, we’ll start the process of creating your Personal Financial Plan based on your stated aims and ambitions. Your plan will cover specific timed events and your longer-term, well-defined strategy.
We believe it is incredibly important to review your financial planning needs on a regular basis. Few significant financial transactions can be considered successful without a degree of ongoing maintenance or attention.
When we have agreed your priorities, we will organise the documentation needed to put your financial plan into action.
Our 4-stage Advice Process
There are 4 Stages to the Merlyn Wealth Management Ltd Advice Process. Whether you area new client, or you already enjoy a relationship with an Advising Partner, these key stages help you to understand the work we do to deliver the best possible advice.Find Out More