Merlyn’s local and personal approach to financial planning is based on the recognition that every client has different financial goals. From finding tax-efficient ways to invest a lump sum, to setting up a retirement plan, our advice covers broad range of options.You can be assured that we have no ties to any fund managers, banks or financial institutions and are free to search the entire market in order to identify the best products and services to suit you.
Merlyn Wealth Management
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Financial AdviserMerlyn Wealth Management May 2021 - PresentLevel 4 Diploma in Financial Planning.Regulated financial planning covering areas such as pension commencement/transfer, lump sum investments and inheritance tax planning
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Client Relationship ManagerMerlyn Wealth Management Apr 2017 - May 2021Manchester, United Kingdom
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Operations Manager & Sports CoachFundaplay Sep 2015 - Apr 2017BurnleyApprentice Operations Manager & AfPE Level 2 Qualified Sports Coach
Sam Walton Education Details
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Saint Wilfrid'S Academy Sixth FormD* D -
Saint Wilfrid'S Academy High SchoolGsce
Frequently Asked Questions about Sam Walton
What company does Sam Walton work for?
Sam Walton works for Merlyn Wealth Management
What is Sam Walton's role at the current company?
Sam Walton's current role is Financial Adviser at Merlyn Wealth Management.
What schools did Sam Walton attend?
Sam Walton attended Saint Wilfrid's Academy Sixth Form, Saint Wilfrid's Academy High School.
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Sam Walton
Founder Hole & Corner | Creative Director | Photographer | Brand ConsultantFontmell Magna4six-creative.com, gmail.com, mac.com, holeandcorner.com -
Sam Walton
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1wearesignature.co.uk
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Sam Walton
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