Client Agreement Document

Our Client Agreement Document is available here as a PDF.

Key Facts Documents

Key Facts about our Services and Costs

Key Facts about our Mortgage services

Key Facts about Equity Release services

Client Agreement Document for Direct Offer only

Client Agreement Document for Execution only

All these documents are available as PDF's.

If you do not currently have software to read PDF's it can be downloaded free from Adobe here:

Get Adobe Reader

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 Services Authority.