The usual guiding principle is to perform regular checks on your progress towards the targets you have set. In financial terms, it may be more difficult to work out your status accurately due to the volume of information that you may need to collect. We will assist you in a number of ways:

Regular Review Meetings

A regular review meeting, normally annually, will be arranged. The time of the year for this meeting is selected by you, in conjunction with your Merlin consultant. To assist you in obtaining the greatest value from this review, a number of linked services are offered:

Each of these services is designed to provide you with easily understood information that it would otherwise take you many hours to collate.