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Meridian Capital GB Ltd

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Meridian Capital GB Ltd

Overview:

Significant wealth rarely arrives unexpectedly, often it is the result of a lifetime’s work or indeed of many lifetimes work, with the successive generations building on the efforts and labours of Parents and Grandparents. We understand that frequently, you are the custodian of wealth and that it should be protected and enhanced for future generations.

The skill of wealth management is the ability to respond to the needs and requirements of one generation whilst acknowledging the desires and aspirations of another. Structures put in place today may have far reaching effects tomorrow and an appreciation of longer term implications is essential in constructing a plan that satisfies the requirements of all parties.

Meridian Capital provides independent financial advice and wealth management services to private clients, companies and Trusts. Our services incorporate comprehensive financial planning, investment portfolio management and a number of other more specialist financial services. Utilising the experience and knowledge of our highly qualified team, we provide a professional and long lasting relationship with our clients and their families. We are always pleased to work with our clients' advisors to establish structures designed to meet clients' varied requirements, whether tax planning, succession planning or global asset protection.

Meridian Capital advises high net worth individuals, small business owners, families, trustees and special purpose vehicles (SPV’s), who require qualified financial advisory specialists call upon our services to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management.

We are committed to maintaining our independence and are not owned by or linked to any bank, insurer or investment house. The key to our approach is our transparent, no-nonsense charging structure coupled with a pragmatic approach to your financial planning.

Vision:

Our vision is to be regarded as being at the forefront of our industry and a supplier of innovative and responsive services which meet the needs of our clients.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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