Your FinancialFuture,Secured.
Independent, fee-based financial planning with no conflicts of interest. We work exclusively for you — not for product providers. FCA-regulated, Chartered, and trusted by 500+ families.
What We Advise On
Comprehensive
Financial Planning
Retirement Planning
Pension consolidation, drawdown strategy, state pension optimisation, and retirement income planning. When you want to retire, and what it will look like.
Investment Management
Bespoke portfolios aligned to your risk profile, time horizon, and values. ISA, SIPP, GIA, and offshore bonds. ESG and sustainable options.
Tax Planning
Capital gains management, inheritance tax mitigation, trust planning, and annual allowance maximisation. Fully coordinated with your accountant.
Mortgages & Equity Release
Whole-of-market mortgage access. Remortgage, first purchase, buy-to-let, and equity release for over-55s.
Protection & Insurance
Life assurance, critical illness, income protection, and business protection. Ensuring the unexpected doesn't derail everything.
Estate & Legacy Planning
Wills, Lasting Power of Attorney, trust structures, and IHT-efficient gifting. Protecting what you've built for the people you love.
Transparent Fees
No Commissions.
No Conflicts.
We are paid by you, not by product providers. This means every recommendation we make is in your interest, not influenced by who pays us more.
Capped at £5,000. Includes full financial plan, strategy document, and all recommendations.
Annual review, quarterly reporting, rebalancing, and unlimited calls/emails throughout the year.
Flat fee for whole-of-market mortgage search, application, and completion support. No referral fees.
Getting Started
Your Journey with Meridian
Free Call
A no-obligation 45-minute introduction. We listen to your situation, answer your questions, and explain if we're a good fit.
Discovery
Full fact-find meeting. We gather the complete picture — assets, income, goals, concerns, tax position, and risk appetite.
Your Plan
We build and present your bespoke financial plan. Clear recommendations, projected outcomes, and a transparent cost schedule.
Ongoing
Annual reviews, quarterly reports, and a direct line to your adviser. Your plan adapts as your life evolves.
The Team
Meet Your Advisers
Jonathan Marsh
Chartered Financial Planner · Partner
22 years advising high-net-worth families on estate planning, pension drawdown, and investment management. Previously Head of Wealth at Investec.
Sarah Chen
Senior Financial Adviser · Pensions Specialist
Specialist in complex pension cases, DB transfers, and self-employed retirement planning. 15 years experience, originally at Schroders.
Daniel Okafor
Mortgage & Protection Adviser
Whole-of-market access to 90+ lenders. Specialist in complex income scenarios, contractors, and later-life mortgages. 12 years in financial services.
Client Testimonials
Trusted by 500+
Client Families
What Our Guests Say
“Meridian helped us plan our retirement with absolute clarity. For the first time in 20 years, I feel genuinely confident about the future. Their fee-based approach — no hidden commissions — made all the difference.”
FAQ
Your Questions,
Answered Honestly
Frequently Asked Questions
Start Here
Book Your Free
45-Minute Call
No commitment, no paperwork, no pressure. Just an honest conversation about your financial situation and whether we can help.
Phone
+44 20 7654 3210
hello@meridianwealth.com
Office
1 Threadneedle Street, London EC2R 8AY
Hours
Mon–Fri 08:30–17:30
FCA Regulated: Ref 789456 · Financial Conduct Authority · Chartered Financial Planner status · FSCS protected up to £85,000