Meridian Financial Services

Meridian Wealth Management Ltd is a distinguished firm of Independent Financial Advisers (IFA) that has been serving clients in Bradford, West Yorkshire, and the surrounding areas for over a decade. Our primary goal is to provide advice on all aspects of financial planning to both individuals and businesses, with a strong emphasis on building long-term relationships with our clients. We achieve this by thoroughly understanding their needs, wants, and aspirations, and then prioritising their financial objectives. As independent financial advisers, we offer unbiased advice on the most extensive range of products and services, ensuring that our clients receive tailored solutions for their unique financial situations.

Our Services

At Meridian Wealth Management, we pride ourselves on offering a comprehensive suite of financial services, which include:

*Mortgage Advice*

Our experienced mortgage advisers are well-equipped to help clients navigate the complex world of mortgage products, ensuring they secure the most suitable mortgage for their needs. We take the time to understand our clients' financial circumstances and future goals, enabling us to offer bespoke advice and recommendations.

*Investment Advice*

Our team of investment specialists is dedicated to helping clients grow their wealth by offering informed investment advice. We assess our clients' risk tolerance and financial objectives to create a diverse investment portfolio that aligns with their unique requirements.

*Retirement Planning*

We understand the importance of planning for a secure and fulfilling retirement. Our retirement planning experts work closely with clients to help them achieve their desired retirement lifestyle, offering tailored advice on pension plans, annuities, and other retirement-related financial products.

*Inheritance Tax Planning*

Effective inheritance tax planning is crucial for ensuring that our clients' hard-earned wealth is passed on to their loved ones. We offer strategic advice on inheritance tax planning, helping clients minimise their tax liabilities and safeguard their family's financial future.

*Cost Reduction*

Our financial advisers are skilled at identifying areas where clients can reduce their outgoings, enabling them to make the most of their financial resources. By conducting a thorough review of our clients' financial situation, we can often uncover opportunities to lower costs and improve overall financial efficiency.

At Meridian Wealth Management, we believe in rewarding our clients for their trust in our services. As part of our client benefits, we offer a rewards scheme that acknowledges and appreciates their ongoing support.

Working with Us

Our financial review process begins with a broad discussion of your concerns and aspirations, followed by a comprehensive financial review. We take the time to consider your situation, needs, and priorities before providing you with a detailed financial report. During a follow-up meeting, we explain our recommendations and agree on affordable priorities to help you achieve your objectives. Our fees are fully disclosed in an open and transparent manner, with various payment options available to suit your preferences.