Merlyn Wealth Management - personal and business financial advice for over six years
Date published: 31 May 2017
Directors Brian Adams and Phil Walton, Merlyn Wealth Management
Merlyn Wealth Management, based in Bacup, has relaunched its company image with a fresh and contemporary rebranding.
Located in the former Traveller’s Rest Pub in Britannia, the small independent company has been financially advising clients and business owners across Lancashire and beyond for six years.
As a result, the business has gained a reputation as a well-respected and trustworthy company.
With more than 50 years’ combined experienced in the team, including directors Brian Adams and Phil Walton, you won’t be in better hands.
Phil was born in Whitworth and having spent almost 20 years with Pearl Assurance advising in the local area will be well known to many families,.
Brian, an ex professional footballer with Oldham Athletic, decided to settle in the area when his football career ended and joined Phil at Pearl Assurance in the early 1990s.
Their Pearl Assurance background has been continued to this day and Merlyn Wealth Management’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 and solving inheritance tax issues their advice covers a broad range of options.
You can be assured that Merlyn has no ties to any fund managers, banks or financial institutions and is free to search the entire market in order to identify the best products and services to suit you.
The 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
Merlyn will always have your best interests at heart - the company philosophy remains strictly service orientated.
Contact an experienced adviser on 01706 875 459 for more information.
Merlyn Wealth Management
508 Rochdale Road, Britannia, Bacup, Lancashire, OL13 9SD
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