Meridian Capital provides independent financial advice and wealth management services to private clients and trusts.
Our services incorporate financial planning, investment portfolio management and a number of other more specialist financial services. High net worth individuals, small business owners, families, trustees and special purpose vehicles (SPV’s), who require qualified financial advisory specialists call upon our services to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management.
We are committed to maintaining our independence and are not owned by or linked to any bank, insurer or investment house. Key to our approach is our transparent, no-nonsense charging structure coupled with a pragmatic approach to your financial planning.
Our vision is to be regarded as being at the forefront of our industry and a supplier of innovative and responsive services which meet the needs of our clients.