Financial Planners Elite

Directory of the Leading UK Financial Advisers

Diane Needham

FPFS SOLLA

CERTIFIED FINANCIAL PLANNER, CHARTERED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mrs
First name
Diane
Last name
Needham
Qualification Letters
FPFS SOLLA
Status
  • CERTIFIED FINANCIAL PLANNER
  • CHARTERED FINANCIAL PLANNER
Gender
Female
 

Contact Details

Job Title
Chartered Financal Planner
Organization
Meridian Capital (GB) Ltd
Company logo
Phone
01923 725 129
Business address
24 Church Street
Town/city
Rickmansworth
County
Herts
Postcode
WD3 1DD
Local postcode area
WD
Region
England - South East
Regions served
  • Select
  • England - South East
Other postcode areas served
  • HP
  • SG
  • UB
  • WD
  • Other
 

Financial Planning Service

Our Service in Brief
Meridian Capital provides independent financial advice and wealth management services to High/ Ultra high net worth private clients, companies and trusts.

Our services incorporate financial planning, investment portfolio management, and a number of other more specialist areas including Pensions and Long Term Care. The company operates across a broad range of markets and jurisdictions. Individuals, small business owners, families, trustees and special purpose vehicles (SPV’s), who desire the assistance of a qualified financial advisory specialist call upon our services to co-ordinate retail banking, estate planning, legal resources, tax professionals and investment management.

The company operates on a fee basis, based upon the value of client funds under management; this ensures that our advice is not compromised by those offering highest rates of commission. We are therefore able to focus on providing advice rather than distributing products.
About our Service
Our vision is to be regarded as being at the forefront of our industry and as a supplier of innovative and responsive services, which meet the needs of our clients.
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Pension transfers
  • Pensions and divorce
  • Long term care fees planning
  • Equity release
  • Other
Other services
Offshore advice, yachts
Specialist in
Long term care fees planning
Ideal Clients
those with a salary over £100,000 or with liquid assets of £100,000 to £10 million.
How we Charge
Meridian Capital offers advice on an hourly rate and fixed fee retainers. The inital meeting is always free of charge.
 

Personal Information

Background
I have been an IFA since 2001, previously worked in banks
Family/social
I am married with no children and two very spiolt cats
Interests
Horse riding, reading, history, keep fit, gardening, country walks, Riding for Disabled
© Financial Planners Elite
Powered by Wild Apricot Membership Software