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Financial Planners

Meridian Financial Planning

Meridian Financial Planning is a financial services company located in Deal, England. They specialize in providing expert financial planning and advice to their clients. Their team of experienced financial planners are dedicated to helping individuals and businesses achieve their financial goals. Meridian Financial Planning is committed to providing personalized and comprehensive financial services to their clients.

Introduction to Meridian Financial Planning

Meridian Financial Planning is a financial planning company based in Deal, England. The company was founded with the purpose of providing expert financial planning services to individuals and businesses in need. Meridian Financial Planning is unique in its approach to financial planning, taking a personalized and holistic approach to each client's financial situation.

Services & Products

Meridian Financial Planning offers a wide range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. The company also offers financial education and workshops to help clients better understand their finances and make informed decisions.

Location

Meridian Financial Planning is located on Claremont Rd in Kingsdown, a quiet residential area of Deal. The area is home to a mix of residential properties and small businesses, including cafes, shops, and restaurants. Clients can expect a peaceful and welcoming environment when visiting the Meridian Financial Planning offices. The nearest public transportation options are Deal train station (1.5 miles away), the Deal bus station (1.6 miles away), and the Walmer train station (2.2 miles away).

Benefits

Clients should choose Meridian Financial Planning because the company offers personalized financial planning services tailored to each client's unique financial situation. The company's expert financial planners have years of experience and extensive knowledge in the industry. Meridian Financial Planning also places a strong emphasis on financial education, helping clients to better understand their finances and make informed decisions.

Good to Know

Clients should be aware that Meridian Financial Planning is a fee-only financial planning company, meaning that the company does not receive commissions for selling products or services. This ensures that the company's financial planners are not incentivized to sell unnecessary products or services to clients.

Reviews

Customers rave about the personalized and expert financial planning services offered by Meridian Financial Planning. Clients appreciate the company's holistic approach to financial planning, as well as the company's commitment to financial education. Overall, clients highly recommend Meridian Financial Planning for all financial planning needs.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
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    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

At Meridian Financial Planning, we offer a range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and insurance planning. Our services are tailored to meet the unique needs and goals of each individual client.

How do you customize financial plans to fit individual clients?

We take a personalized approach to financial planning, starting with a thorough understanding of each client's financial situation, goals, and risk tolerance. From there, we work closely with our clients to develop a customized financial plan that meets their specific needs and objectives.

What are your fees and how are they structured?

Our fees are based on a percentage of assets under management, and are structured to be transparent and easy to understand. We do not charge any upfront or hidden fees, and are committed to providing our clients with the highest level of service at a fair and reasonable cost.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified professionals with years of experience in the financial planning industry. They hold advanced degrees in finance and related fields, as well as professional certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).

Can you provide references or testimonials from satisfied clients?

Absolutely. We are proud of the relationships we have built with our clients over the years, and are happy to provide references or testimonials upon request. Our clients' satisfaction is our top priority, and we strive to exceed their expectations in all aspects of our work.