Client Portal
Client Portal

Privacy Policy

This Privacy Policy explains how Merlyn Wealth Management uses and protects any information you give to us whilst using this website. It is important to Merlyn Wealth Management that your personal information is secure and protected so that if you are asked for this information on the website you will be reassured it can only be used in accordance of our Privacy Policy.

What information do we collect?

We may collect the following information from our website contact form;

  • Your Name
  • Your email address
  • Your Phone Number
  • Your Enquiry

We also use cookies on our site to improve our customers experience. By using these we may also collect the following information;

  • Demographic information
  • IP address
  • Your location
  • Device information

What we do with the information we collect

The information we request via our contact form will be used to provide you with a better service regarding your enquiry. We will not sell or share your information. Your information will be stored on our secure online system [Office 365], you can view their privacy policy here.

Information submitted via our brochure download form will be deleted as soon as the brochure has been sent.

You will have the option to opt in to our email marketing when submitting an enquiry form. If you do so, we will send you promotional emails from time to time, which includes relevant topics, company news and new product launches which we think you may find interesting.

Holding the information

Information submitted by an enquiry form will be held on our secure server indefinitely in order to refer back to for a job or future query. If you opt into our marketing emails this information will also be held on our email system until you unsubscribe from the emails.

Your Rights

  • You have the right to request access to the information we hold on you.
  • You have the right to request correction of any details we hold on you.
  • You have the ‘Right to Be Forgotten’ and to request for us to erase all data we hold on you.

Links to other websites

Our website may include links to other websites. If you choose to click such links and leave our website, we do not have control on how the other website uses your data and you are no longer covered by this Privacy Policy meaning we are not responsible for any information you submit on an external website.

Questions or Concerns

If you have any questions regarding this Privacy Policy or our use of cookies please contact us at:

Merlyn Wealth Management

508 Rochdale Road, Britannia, Bacup, Lancashire, OL13 9SD..

If you believe any of the information we hold on you is incorrect, please contact us as soon as possible so we can correct any information promptly.

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

Latest
News

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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.

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).