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.