Merlin Wealth Management

Who We Are

At Merlin Wealth Management, we are a team of dedicated and experienced financial advisors who are committed to providing high-quality advice and guidance to help our clients achieve their financial goals. Our team of experts has more than 30 years of combined experience in the industry, and we pride ourselves on building long-term relationships with our clients.

Our Services

We offer a wide range of services to help you achieve your financial goals. Whether you are looking to build, grow, protect, or preserve your wealth, we have a comprehensive suite of services to help you do so. Our services include:

• Financial planning: We take the time to understand your financial goals and create a personalized plan to help you achieve them.
• Investment management: We offer a range of investment options to help you grow your wealth over time.
• Retirement planning: We help you plan for a comfortable retirement by creating a personalized plan that takes into account your financial goals and aspirations.
• Estate planning: We help you protect your wealth and ensure that your assets are distributed according to your wishes after you're gone.
• Tax planning: We help you minimize your tax liability by creating a personalized tax plan that takes into account your financial situation and goals.

Our Approach

At Merlin Wealth Management, we believe in building long-term relationships with our clients. We take the time to understand your financial goals and create a personalized plan to help you achieve them. We work closely with you to understand your financial situation and goals, and we develop a customized plan that takes into account your unique financial circumstances.

Why Choose Us

You have our undivided attention: At Merlin Wealth Management, we pride ourselves on providing personalized service to our clients. We don't have to worry about managing products, reviewing fund managers, or updating forms. Instead, we can dedicate our time to creating a financial plan that's right for you and your family.

Access to experts: We have access to a wide range of support through the St. James's Place group. Whether that's the best and brightest tax specialists, SJP product experts, or dedicated third-party support teams, our team is backed up by some of the top financial services professionals in the industry.

Size and scale: By investing through us, you have the benefit of our years of combined experience and the resources of St. James's Place, one of the UK's largest financial advice companies.

Our Heritage

Merlin Wealth Management was established in 2012, when its director, Christopher Baker, accepted an invitation to join St. James's Place. Prior to this, the advisers were operating as IFAs with an array of experience. With offices just off J24 of the M1, 10 minutes from East Midlands Airport, we are able to provide advice to clients throughout the Midlands and Central England.

Testimonials

We pride ourselves on the relationships we build with our clients, and many have shared their experiences with us. Here's what some of our clients have said:

• "Chris Connor has been our adviser for a number of years now, his advice has always been sound and he thoroughly explains everything with all eventualities covered, I would not hesitate in recommending him to anyone. - Virginia Leedham, Ashbourne, Retired"
• "My wife and I have known Christopher Baker for a number of years, during which time he has provided first-class financial advice to us. We have always found Chris polite, professional, reliable, and a pleasure to work with. We have been so impressed that we have recommended him to friends and family. - John Perry, Retired Civil Servant, Bingham (Nottinghamshire)"

Join the Merlin Wealth Management Team

At Merlin Wealth Management, we are always looking for like-minded individuals who share our passion for financial planning and are dedicated to providing exceptional service to our clients. If you're interested in joining our team, please get in touch with us.