Chartered Financial Planner Firm - Award.
December 2014 Merlin was awarded the prestigious title of a “Chartered Financial Planner firm” by the Chartered Insurance Institute.
Merlin Financial Services Ltd use the services of Bankhall as our provider of support services. Established in 1993, Bankhall provide us with many benefits including compliance, technical and software support. Bankhall is authorised and regulated by the Financial Conduct Authority.
Bankhall is part of the Sesame Bankhall Group, the largest supplier of support services to financial advisers in the UK.
New Model IFA of the Year - Merlin Financial Services Ltd.
At the 2010 prestigious Sesame Bankhall Group annual conference in London Merlin Financial Services were presented with the “New Model IFA of the year” award. This was to recognize the company's professionalism, commitment to qualifications and forward thinking business model.
The picture shows Merlin Financial Services Managing Director Peter Smith collecting the award from the then Sesame Bankhall Group Executive Chairman Ivan Martin.
Bankhall's IFA of the Year Mid-size Firms - Merlin Financial Services Ltd.
At the 2008 Bankhall Conference Convention awards night in Portugal, Merlin Financial Services Ltd were awarded the prestigious award of Bankhall's IFA of the Year Mid-size Firms Category.
The picture shows Director David Coyne collecting the award from Peter Mann (then Chief Executive of Bankhall), David Golder (then Managing Director of Bankhall IFA Services), and the evening's Compère.