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Financial Services • Lockington House, Millhouse Business Centre, United Kingdom • 1-10 Employees
Key Contact at Merlin Wealth Management
Christopher Baker
Director and Chartered Financial Planner
Company overview
| Headquarters | Lockington House, Millhouse Business Centre, Station Road, Castle Donington, DE74 2NJ, GB |
| Phone number | +447096691 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Chartered Financial Planning |
| Founded | 2012 |
| Employees | 1-10 |
About Merlin Wealth Management
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
Employees by Management Level
Total employees: 1-10
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Merlin Wealth Management has never raised funding before.
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