Meridian Advice

At Meridian Advice, we are committed to providing high-quality, tailored financial advice to our clients. Our team of experienced and qualified advisors takes the time to understand each client's unique needs and goals, and works closely with them to develop a comprehensive financial plan that meets their individual requirements.

Our Approach

Our approach is based on a simple yet effective concept: Where are you now? Where do you want to be? How can you get there? What is the best way to get there? We take great pride in our professional and principled approach, and our role is to advise, facilitate, and provide ongoing reviews, advice, and support. Our advice is backed by the St. James's Place Advice Guarantee, giving our clients peace of mind and confidence in our services.

Our Services

We provide a wide range of services, whether you are looking to build, grow, protect, or preserve your wealth. We specialise in providing high-quality advice on many aspects of wealth management, working with you to help you achieve your financial goals. Our services include retirement planning, investment management, inheritance tax planning, and more. We do not provide 'off the shelf' solutions; instead, we take the time to understand each client's individual needs and develop a bespoke plan that meets their unique requirements.

About St. James's Place

St. James's Place (SJP) is one of the UK's largest financial advice companies, founded in 1991. They are trusted by nearly 1,000,000 clients to look after over 168bn of their money. Our business is part of SJP's network of financial advisers, also known as the Partnership, which is one of the largest groups of accredited and Chartered advisers in the country. We own and run our business, but the products and services we recommend to you are created and managed by St. James's Place.

The Benefits of Working with Us

By working with us, you can benefit from our undivided attention, as we focus on providing you with tailored financial advice and guidance. We don't have to worry about managing products, reviewing fund managers, or administrative tasks, as St. James's Place handles all of that. Instead, we can dedicate our time to creating a comprehensive financial plan that's right for you and your family, helping you stick to it, and guiding you through life's inevitable ups and downs.