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ISA

An account that you can contribute to that grows free of any taxes.

An ISA (Individual Savings Account) is an account that you can contribute to that grows free of any taxes. This means that any funds within the account will not be subject to any tax deductions, whether that be when taking an income or capital growth.

The ISAs we advise on are mainly invested within the stock market to help you try and gain a better return on your investment than those available from cash deposits and cash ISA’s.

We can also give advice on any current ISA holdings, whether that be cash or stocks and shares to ensure that these investments are meeting your investment goals. Existing ISA holdings can be transferred to and from different providers, as well as from cash to stocks, without using your current ISA allowance. The ISA allowance for each tax year is £20,000.

ISA’s are an excellent saving tool which help investors benefit from non-taxable savings and are a great way to build for the future, whether that be helping children go to university or even as income in retirement. Here at Merlyn, we can advise you on investing within an ISA that will be solely designed to help you achieve your financial goals.

Pensions

Whether you are self-employed, an employee or a company director, we can assist your retirement planning by providing advice on a variety of pension services.

Mortgages

Our mortgage experts can help you with a range of mortgage solutions.

Financial Protection

Our mortgage experts can help you with a range of mortgage solutions.

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Celebrations for Sam!

Sam is now fully qualified and out advising new clients on all aspects of their financial matters.

Proud Sponsors of Burnley Cricket Club.

Here's to a great cricket season!

We continue to support Burnley FC in the Community.

Merlyn Wealth Management ltd continue to support Burnley FC in the Community in their support to various organisations across the County.

Our New Financial Partner

Merlyn Wealth Management are delighted to announce that they are now aligned to Sandringham Financial Partners.

I would like to thank Brian Adams from Merlyn Wealth Management for his help over the last few months. I retired recently and was completely “in the dark” in relation to my workplace pensions and their worth. Brian spent some time with me and explained fully about their differing types, their tax implications, what I could expect to receive on a monthly basis and when best to implement any drawdowns to my advantage. Without his help, I would have struggled! I’m now fully au-fait with how my pensions work and more importantly, how they can work for me!

5/5
  • Review from Christine

Having met Brian 7 years ago to discuss my Tier 1 visa application requirements, he gave me the time to understand my needs and wishes and yet we didn’t complete any business at that stage. Some five years later I reapproached him and within 2 weeks he had conducted all due diligence and research and secured me the appropriate investment options enabling myself and my wife to relocate to the UK. He gave us exceptional and life changing advice and service allowing us to spend our retirement with our daughter, son-in-law, and granddaughter, now residing in Manchester. No words can express our gratitude for the services Brian provided to us.

This note is to express my gratitude for Brian’s consistent follow up and assistance during the past year to my Tier 1 Entrepreneur visa application. I wish to record again and I greatly appreciate the efforts Brian extended to me and my wife in achieving a successful outcome to our Entrepreneur UK visa application.

5/5
  • Review from Dr. Md Azizur Rahman

“Brian went through all the pros and cons of transferring my pension, and took the time to explain everything clearly. Now I understand the process I feel more confident in making the right decision.”

5/5
  • Review from David

“Having worked as self-employed for many years and not contributing to any form of pension or investments, I was excited to learn about the ways Merlyn could help me with saving for the future. I always found pensions and investments confusing and have always put off these types of discussion until a meeting with Sam at Merlyn Wealth Management was recommended.

Sam has been fantastic, he was able to speak to me at a level I understood and made things straightforward, Sam made me feel comfortable and explained all the different types of investments and the importance of financial safety blankets for the future. I now have peace of mind and finally paying into a form of pension which is financially affordable for me.

I cannot speak highly enough of Sam and will recommend him to anyone else in my position.”

5/5
  • Review from Laura Bottomley, Salon Owner
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© 2020 Merlyn Wealth Management

Merlyn Wealth Management Ltd is an appointed representative of Sandringham Financial Partners Ltd (‘Sandringham’) which is authorised and regulated by the Financial Conduct Authority. FCA Number: 581304. Registered Office: 5th Floor, 30 Market Street, Huddersfield, West Yorkshire, HD1 2HG. Registered in England and Wales No: 08022795. VAT Registered:235 323 781. Sandringham Financial Partners Ltd is a wholly owned subsidiary of M&G plc (Registered Number: 11444019).