Financial Planners
Meridian Financial Planning Ltd
Meridian Financial Planning Ltd is a financial planning company located in Dover, England. They specialize in providing financial services and advice to their clients. As experienced financial planners, they work closely with their clients to help them achieve their financial goals.
Introduction to Meridian Financial Planning Ltd
Meridian Financial Planning Ltd is a financial planning company located in Dover, England. The company was founded with the purpose of providing top-notch financial services to clients who need to plan for their future. With years of experience, the team at Meridian Financial Planning Ltd has the knowledge and expertise to help clients achieve their financial goals. What makes this company unique is their personalized approach to each client's needs, ensuring that they receive tailored solutions that suit their individual financial situation.Services & Products
Meridian Financial Planning Ltd offers a range of financial planning services, including retirement planning, investment management, tax planning, and estate planning. They also provide advice on insurance and risk management, ensuring that clients are protected against any unforeseen events that may affect their finances. Clients can expect a customized approach to their individual needs, with a focus on helping them achieve their financial goals.Location
Meridian Financial Planning Ltd is located in the quiet town of Dover, which is known for its white cliffs and historic castle. The area is home to a mix of residential and commercial properties, with a variety of businesses catering to the needs of the local population. Clients can expect a peaceful and welcoming environment when visiting the office. The Dover Priory railway station is located less than two miles away from the office, providing easy access to public transportation. Other public transportation options include the Pencester Road bus stop and the Marine Parade bus stop, both located within a mile of the office.Benefits
Clients should choose Meridian Financial Planning Ltd because of their commitment to providing personalized financial planning services. The team at Meridian Financial Planning Ltd is dedicated to helping clients achieve their financial goals, and they work hard to ensure that each client receives a customized approach to their individual needs. They also have years of experience in the financial planning industry, which means that they have the knowledge and expertise to provide clients with the best possible advice.Good to know
Clients should be aware that Meridian Financial Planning Ltd is a fee-based financial planning company. This means that they charge a fee for their services, rather than receiving commissions from financial products. This ensures that clients receive unbiased advice that is in their best interest.Reviews
Customer reviews of Meridian Financial Planning Ltd are overwhelmingly positive. Clients praise the team for their personalized approach, expertise, and dedication to helping them achieve their financial goals. Many clients also appreciate the transparency of the fee-based model, which ensures that they receive unbiased advice. Overall, clients highly recommend Meridian Financial Planning Ltd for anyone looking for top-notch financial planning services.Amenities
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free consultation
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online account access
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financial planning
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investment advice
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retirement planning
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tax planning
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insurance coverage
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wealth management
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budgeting assistance
FAQ
What types of financial planning services do you offer?
We offer a wide range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and risk management.How do you customize financial plans to fit individual clients?
We take a comprehensive approach to financial planning and work closely with our clients to understand their unique financial goals, risk tolerance, and investment preferences. Based on this information, we develop customized financial plans that are tailored to meet their specific needs.What are your fees and how are they structured?
Our fees are structured on a fee-only basis, which means we do not earn commissions or receive compensation from third parties. Our fees are based on a percentage of assets under management, and we strive to be transparent and upfront about all costs associated with our services.What professional qualifications do your financial planners have?
All of our financial planners hold professional qualifications and are highly experienced in the field of financial planning. Many of our planners hold advanced degrees and certifications, such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA).Can you provide references or testimonials from satisfied clients?
Yes, we are happy to provide references or testimonials from satisfied clients. We take pride in the quality of our services and the relationships we build with our clients, and we are always happy to share their feedback and experiences with others.Reviews
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Eleanor Smith
27-05-2021 -
Ben Stones
I am a local property lawyer and highly recommend Andrew to clients. He goes the extra mile to assist clients in obtaining finance. He also assists during the process to ensure that the transaction is as smooth as possible.
27-05-2019