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.
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.