Meriden Financial Planning Limited
Meriden Financial Planning Limited is a financial consultancy firm based in Stourbridge, England. They offer a range of financial services to their clients, including financial planning, investment advice, and wealth management. With a team of experienced financial consultants, Meriden Financial Planning Limited is committed to providing their clients with personalized and comprehensive financial solutions.
Introduction to Meriden Financial Planning Limited
Meriden Financial Planning Limited is a financial consulting company based in Stourbridge, England. Founded in the early 2000s, the company has been providing financial services to individuals and businesses for over two decades. The company's main purpose is to help clients achieve their financial goals by providing customized financial solutions. What sets Meriden Financial Planning Limited apart from other companies in the industry is their commitment to building long-term relationships with their clients and providing excellent customer service.Services & products
Meriden Financial Planning Limited offers a range of financial services to their clients, including retirement planning, investment management, estate planning, and tax planning. They also provide financial advice to businesses, including employee benefits and business succession planning. The company's team of experienced financial consultants work closely with each client to develop a personalized financial plan that meets their unique needs and goals.Location
Meriden Financial Planning Limited is located in Alpha House, a modern building on New Road in the heart of Stourbridge. The area is known for its thriving business community, with many small and large businesses located nearby. Customers can expect to experience a welcoming and professional environment when visiting the company's offices. The closest public transportation options are Stourbridge Town Railway Station (0.1 miles), Stourbridge Interchange Bus Station (0.3 miles), and Stourbridge Junction Railway Station (1.2 miles).Benefits
Customers should choose Meriden Financial Planning Limited because of their commitment to providing personalized financial solutions and excellent customer service. The company's experienced financial consultants work closely with each client to understand their unique needs and goals, and develop a customized plan to help them achieve their financial objectives. In addition, the company's long-term approach to building relationships with their clients ensures that they are able to provide ongoing support and advice.Good to know
Customers should be aware that Meriden Financial Planning Limited is a fee-based financial consulting company. This means that they charge a fee for their services, rather than earning commissions on the financial products they recommend. This ensures that their advice is unbiased and in the best interests of their clients.Reviews
Customers have praised Meriden Financial Planning Limited for their personalized financial solutions and excellent customer service. Many clients have reported that the company's financial consultants were able to provide them with customized financial plans that helped them achieve their financial goals. Customers have also appreciated the company's long-term approach to building relationships and providing ongoing support and advice.Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
We offer a wide range of financial services, including retirement planning, investment management, tax planning, estate planning, and insurance solutions. Our goal is to provide personalized financial advice and guidance to help you achieve your financial goals.What experience do your financial consultants have?
Our financial consultants have years of experience in the financial industry, and many hold advanced degrees and professional certifications. We are committed to providing our clients with the highest level of expertise and knowledge to help them make informed financial decisions.How do you charge for your services?
We offer a variety of fee structures, including hourly fees, project-based fees, and asset-based fees. The fee structure will depend on the specific services you require and the complexity of your financial situation. We are committed to being transparent about our fees and ensuring that our clients understand the costs associated with our services.Can you provide references or case studies of your past clients?
Yes, we would be happy to provide references or case studies upon request. We are proud of the work we have done for our clients and the positive impact we have had on their financial lives.How will you tailor your services to meet my specific financial goals and needs?
We understand that every client is unique and has different financial goals and needs. That's why we take a personalized approach to financial planning, working closely with you to understand your specific situation and goals. We will develop a customized financial plan that takes into account your needs, risk tolerance, and time horizon, and we will work with you to implement that plan and make adjustments as needed over time.Reviews
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David Roberts
Thanks to Richard Oliver for helping me make a dicision on how to proceed with my upcoming pensions.
27-04-2023
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Kate Rowbottom
Had a great experience working with Lucas at Meriden on our remortgage. He is personable, professional and responsive - a real credit to the business. Thanks.
27-12-2022
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Ria Palmer
27-06-2022
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Mark White
When searching online for an IFA I came across Meriden. Richard was quick to reply to my email and called me the next day. His service has been exceptional and very personal. Turned out I didn’t require the services of an IFA at that given time, however, Richard went out of his way to put me in touch with a solicitor and took time to give me advice which has been valuable through a difficult time. Very easy to speak to. Feels like he can’t do enough for you. Highly recommend! I never do Google reviews but felt compelled to having used Meriden. Will definitely use Richard at Meriden in the future
27-05-2022
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Daniel Cox
Positive: Professionalism, Quality, Responsiveness, Value
27-05-2022
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Nick Davies
Positive: Professionalism
27-05-2022
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Harry Cooke
Myself & my partner were first time buyers and were recommended Meriden Financial by family. We dealt with an advisor called Robyn and she was brilliant right from the start. She explained everything in great detail, also replied incredibly fast to my emails and addressed any queries, questions or concerns I had. Thank you Robyn, and Meriden financial for brilliant service. You have made our experience so much easier and less stressful. We will definitely use Meriden again!
27-05-2022
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Michael Corrigan
Meridan were the only one of 4 companies I approached via website search. Call back the same day brief discussions on what I required. Meeting today excellent clear no jargon advice. Fully explained in layman's terms the options open with retirement. Thank you Richard for your time and advice. Michael
27-05-2022
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Naomi Jones
We first heard about Duncan as a financial advisor from a family member who he has supported and guided through some really tough years. He had really helped her get back on her feet and have the financial stability she has worked so hard for. So it was a no brainer that we would also look for support from them whilst buying our first home. Initially we were looking for support as one of us has an underlying health condition which was going to make life insurance difficult. We also wanted to ensure financially we were budgeting to buy a house that should something happen to one of us we could still afford the mortgage. We initially video called both Duncan and Robyn, they were professional and understanding when we discussed our needs. They supported us in making informed choices throughout the process and no question was ever a silly question. Robyn looked after me and my other half while we bought our first home, we completed earlier this week! Robyn herself was always on the ball with emails and checking in for completion dates once we had found a property. Having her on the end of the phone or with her quick responses via emailed really helped us feel supported and guided through the whole process. I can see me and my other half coming back to them for years and years to come as the guidance and support they offer is truly priceless. Thank you both!
27-05-2022
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carole ferguson
Duncan and Robyn at Meriden advised us recently on obtaining a mortgage. From the very first telephone conversation with Duncan it was obvious that he fully understood what we were trying to achieve and I was confident that the products recommended to us would be the very best solution for us. Our application which was fairly complex was handled in an extremely professional manner and with the minimum of stress for us. I wouldn't hesitate to recommend Meriden Financial Planning and look forward to working with them again in the future.
27-05-2022
