About Merit Financial Services Limited

Merit Financial Services Limited is run by Malcolm Steevens with 30 years’ experience of advising individual and corporate clients on most aspects of financial planning and holds the Certificate of the Personal Finance Society, part of the Chartered Insurance Institute.

We can either see our clients in their own homes or at their place of work, whichever is most convenient. Seeing clients at home has historically been seen as a great benefit, as it provides for a more relaxing environment and one where all the necessary information required for the advice process can be easily found.

We believe in looking at each client as an individual, not trying to squeeze everyone into one mould.

Think carefully before securing other debts against your home.
Your home may be repossessed if you do not keep up repayments on your mortgage.

Merit Financial Services Limited. 69 Clearmount Road, Weymouth, Dorset, DT4 9LE
Merit Financial Services Limited is registered in England No: 6654809. Registered Office: 32 The Square, Gillingham, Dorset, SP8 4AR.

Authorised and regulated by the Financial Services Authority and entered in their register at
http://www.fsa.gov.uk/register/home.do under reference number 487612. The Financial Services Authority does not regulate taxation and trust advice and will writing.