Meridian Wealth Management Ltd
At Meridian Wealth Management we feel that clients deserve to be rewarded for their work with us, and that is why we offer a rewards scheme as part of our client benefits.
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
About Us
Meridian Wealth Management Ltd is a firm of Independent Financial Advisers (IFA) based in Bradford, West Yorkshire and has been established for over 10 years. We aim to provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
Being Independent Financial Advisers mean that our clients benefit from our ability to offer advice on the broadest range of products and services whether you are looking for mortgage advice, investment advice, retirement planning, inheritance tax planning or simply reducing costs, we have many years of experience in finding the most suitable solution for your needs.
About You
At Meridian Wealth Management Ltd we provide advice and help following a personal/ business financial review, which can take place at a convenient time and place. Usually a review will start with a very broad discussion of your concerns and aspirations, before moving on to a thorough financial review.
Following your initial review, we will take time to consider your situation, needs and priorities before providing you with a detailed financial report. We will discuss this face to face in a follow up meeting in which we’ll fully explain our recommendations and agree affordable priorities to assist you in achieving your objectives.
Our fees will be fully disclosed in an open and transparent manner before agreeing any course of action. There are different options available to pay the fees and these will be fully explained to you at the outset and confirmed in a written agreement.
Our Services
As financial advisers we provide individuals and businesses with practical and relevant solutions to help them to meet their financial objectives. Some of the key areas we advise on are listed below. Simply click on the relevant box to read more. Of course, we’ll be happy to discuss your own personal situation and goals with you.
Address: Unit 1 Office 5 Robin Mills, Leeds Road, Greengates, Bradford, West Yorkshire, BD10 9TE, United Kingdom
Phone: +44 01274 620702
Email: info@meridianwealth.org
