Meridian Wealth
Your Money. Your Future. Our Expertise.
Meridian Wealth delivers independent financial advice that helps you build, protect, and enjoy your wealth with confidence.
How We Help
Financial Planning
Comprehensive planning for wealth accumulation, tax efficiency, and life goals.
Investment Management
Actively managed portfolios tailored to your risk profile and objectives.
Retirement & Pensions
Pension consolidation, drawdown strategies, and retirement income planning.
£420m
Assets Under Advice
850+
Client Families
20yrs
Average Adviser Experience
4.9/5
VouchedFor Rating
What Our Clients Say
Meridian gave us a clear plan for early retirement that actually felt achievable. We're now two years in and on track.
Richard & Emma Holt
Retired, Surrey
They reorganised my pensions and saved me over £8,000 a year in fees. Transformational advice.
Priya Anand
Consultant, London
Professional, patient, and genuinely interested in our goals. Not just pushing products.
Michael O'Brien
Business Owner, Manchester
Latest Articles
How People Find Financial Advisers Through AI Search — And What It Means for Your Practice
Consumers are asking AI tools to recommend financial advisers. The firms that AI tools cite are winning a disproportionate share of high-value clients.
AI Search for Wealth Management: Winning High-Net-Worth Clients in a New Era
High-net-worth individuals are using AI tools to research wealth managers. Firms that optimise for AI discovery are capturing a new generation of affluent clients.
Structured Data for Financial Services: Making Your Practice Visible to AI
Financial services websites need specific schema markup to be discoverable by AI tools. Here's the technical playbook for advisers and wealth managers.
Frequently Asked Questions
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