Merlin Wealth Management Ltd
As a Partner Practice of St. James's Place Wealth Management, we specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on retirement planning, protection for directors, key employees or shareholders, tax planning and aspects of exit strategy planning. 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). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. SJP approved 24/07/2025
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5
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Top roles at Merlin Wealth Management Ltd
3 distinct titles indexed · top 3 shown.
- 1director and chartered financial planner
- 1practice manager
- 1wealth manager
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