Welcome to
Meridian Financial Partners Limited
- Home
- Services
Give us a call on 0208 288 3525
contact us
or drop us a message - Downloads
- Contact Us
- Client Portal
WELCOME TO Meridian Financial Partners Limited
Independent financial advisers in Surrey
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. We listen to those needs, together with your hopes and your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
ABOUT
Who we are and what we do
The origins of Meridian Financial Partners date back to early 2000 and throughout the subsequent 20 years, we have been providing comprehensive personal financial planning advice to our clients.
Our clients are introduced to us exclusively through existing relationships and over the years we have had the privilege of looking after multiple generations across client families.
SERVICES
Our main services
Find out more
| Our plan for you | |
|---|---|
| 1About You | We meet together to discuss your personal circumstances and your current financial situation. |
| 2Your Goals & Ambitions | Next we discuss your objectives and your aspirations, as well as any concerns that may arise. |
| 3Analysis | We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan. |
| 4How to get there | So now we know where you are and where you want to be. |
| 5Implementation | It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion. |
| 6Review the Plan & Progress Updates | If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required. |
| Contact Us | |
your next product
Ask us about the Best Mortgage Rates Available for You
Don't miss this opportunity!
Meridian Financial Partners Limited is authorised and regulated by the FCA.
Registered office address: Airport House, Purley Way, Croydon, Surrey, CR0 0XZ
Registered in England and Wales under reference 11949169
The Financial Conduct Authority does not regulate tax advice
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Meridian Financial Partners © Adviser Pro 2024 all Rights Reserved Website Designed, Developed and Licenced by Adviser Pro ©