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Camelot House
60 Barbourne Road
Tel: (01905) 731315
Fax: (01905) 731316

Company Awards


December 2014
Chartered Financial Planner Firm - Award.

December 2014 Merlin was awarded the prestigious title of a 衲tered Financial Planner firm⹠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.

November 2010
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 巠Model IFA of the yearᷡrd. 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.

Peter Smith collects Bankhall New Model IFA of the Year award 2010
Bankhall New Model IFA of the Year 2010 award

November 2008
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. Blog

Merlin Financial Services - 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.





Independent Corporate & Personal Financial Planning
Merlin Financial Services Limited, Registered in England no. 4161597
Head & Registered Office: Camelot House, 60 Barbourne Road, Worcester WR1 1JA
Authorised and Regulated by the Financial Conduct Authority