Independent, expert advice on pensions, investments, protection and mortgages, so you can make every financial decision with total confidence.
From your first pension to passing on your wealth, our qualified advisers cover every part of your financial plan under one roof.
Maximise tax relief and build the retirement you deserve with tailored pension strategies.
Diversified portfolios matched to your goals, timeframe and attitude to risk.
Start investing →Life cover, mortgage protection, serious illness and income protection for complete peace of mind.
Protect my family →First-time buyers, movers and switchers, with whole-of-market advice from approval to drawdown.
Get mortgage advice →Executive pensions, auto-enrolment, key person and shareholder protection for business owners.
Advise my business →Tax-efficient gifting, inheritance and succession planning to protect your legacy.
Plan my estate →Meridian Wealth is an independent, family-run brokerage. We're not tied to any bank or insurer, so every recommendation we make is built entirely around your best interests.
You'll work with one dedicated, qualified adviser who knows you, your family and your goals, and who reviews your plan as life moves on.
Adjust the inputs to see how your contributions and investment approach could shape your retirement fund.
Illustration only, not financial advice. Warning: the value of your investment may go down as well as up. Projections are not guaranteed.
A transparent, jargon-free process designed around you, with no pressure and no obligation.
A complimentary 30-minute conversation to understand where you are and where you want to be.
We analyse your pensions, savings, protection and existing plans in detail.
Clear, written recommendations with every cost and option fully explained.
We implement your plan and review it with you every year as life changes.
Can't find what you're looking for? Our team is happy to help.
Ask an AdviserYes. Your initial consultation is complimentary with no obligation. It's a chance to understand your needs and for you to decide if we're the right fit.
We're remunerated by fee, by commission from product providers, or a combination. All costs are set out clearly in writing before you make any decision.
We're not tied to any bank or insurer. We review options across the market and recommend only what best suits your circumstances.
Absolutely. We meet clients in person, by phone or by secure video call, whichever suits you best.
Tell us a little about your goals and a qualified adviser will be in touch within one working day.
Free, confidential and no obligation.
An adviser will contact you within one working day.