Meridian Capital provides independent financial advice and wealth management services to private clients, companies and trusts.
Our services incorporate financial planning, investment portfolio management and a number of more specialist financial services.
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1 customer review
Annie
Experienced and Effective. Sleek Private Investigator [emilypeterson259 (at) g mail (dot) com] delivered on every investigation I needed, from infidelity/cheating to sensitive personal matters. Highly recommend
What do you love most about your job?
The opportunity to make a positive difference in people’s lives by helping them achieve financial security and reduce financial anxiety.
Every client comes to us with their own unique goals, dreams and challenges. Being able to tailor our advice to meet their needs is something I find incredibly rewarding. It's more than just managing investments or creating financial plans; it's about being a trusted advisor and a steady hand during life’s pivotal moments.
I particularly enjoy the relationships that we build with our clients over time. It’s a privilege to be trusted with our client's financial well-being, whether they are preparing for retirement, navigating the complexities of a divorce, or planning for future generations. Being there to guide them through major life changes and seeing the positive impact our work has on their personal lives is incredibly gratifying.
The financial landscape is constantly evolving, and it pushes us to stay ahead of trends and regulations, continuously learning and growing so we can deliver the best solutions. But at the heart of it, what keeps me motivated every day is the human aspect of our work—helping people feel more secure, confident, and empowered about their financial future, often for them, their children and grandchildren.
At the end of the day, it’s not just about numbers—it’s about building long-lasting relationships and seeing the positive financial difference we can make in people’s lives.
What inspired you to start your own business?
We set out to create a Practice that puts clients' needs and interests at the forefront of the relationship. After spending years in Private Banking and Retail Financial Services, I realised that many clients were often treated as numbers on a balance sheet rather than individuals with unique goals, challenges, and dreams. I wanted to change that by building a firm that is truly client-centric—where personalised advice, trust and meaningful relationships are at the core of everything we do. Easy to say..difficult to do.
Additionally, I was motivated by the opportunity to build something from the ground up, where I could shape the values, culture, and approach to financial planning. I believe that by combining my experience with a fresh perspective, I could offer a more holistic, tailored service that genuinely helps clients navigate complex financial landscapes, whether they’re planning for retirement, securing their family's future, or managing life’s unexpected turns and as importantly, build a team of like-minded individuals that have the same set of values and can carry the vision forward.
The flexibility of running my own business also means that I can focus on continuous improvement and innovation. It allows us to stay agile, adopt new technologies, and implement solutions that enhance the client experience. Ultimately, the most fulfilling part is knowing that the work we do makes a real difference in people's lives—helping them achieve financial stability and the confidence to pursue their aspirations knowing that we are there to support them.
Why should our clients choose you?
Meridian Capital preserves and enhances people’s wealth through blend a relationship-based wealth management services, creative thinking and technical excellence. The hallmark of our service is our ability to provide bespoke solutions for our clients by taking a flexible and pragmatic approach to their financial affairs.
Established in 2009, the Meridian Capital brand is synonymous with quality. As a premium Wealth Management firm, it is crucial that everything we do reflects our professionalism and service excellence both externally and internally.
We believe that our clients' best interests are truly served through long-term, stable relationships built on trust and personalised guidance. Our approach focuses on delivering financial clarity and a structured plan to help clients achieve their long-term financial objectives. By fostering enduring relationships, we provide consistent, reliable advice that aligns with each client's needs, ensuring they stay on course toward their financial goals with confidence.
Can you provide your services online or remotely? If so, please add details.
Yes, absolutely. We provide our full range of wealth management and financial planning services online and remotely, ensuring clients have access to expert advice and guidance no matter where they are located.
We utilise secure digital platforms to conduct virtual meetings, allowing clients to discuss their financial needs, review their portfolios, and receive personalised advice in the comfort of their own homes, office or further afield. Through tools like video conferencing, screen sharing, and secure client portals, we ensure all communication is efficient, confidential, and user-friendly.
Clients can access their financial plans, investment reports, and updates through our secure online portal at any time. Additionally, we are available via phone, email, and video calls to answer any questions or address any concerns promptly.
Whether it's helping clients navigate complex financial decisions, planning for retirement, or managing investments, our remote services provide the same level of expertise and personalised support as our in-person meetings, ensuring convenience and flexibility while maintaining the highest standards of client service and security. We provide secure end to end encrypted 24/7 portal access and bank level security over secure messaging and document exchange.
We are set up for: Teams, Zoom, Webex/ CISCO, Skype.
What changes have you made to keep your customers safe from Covid-19?
We work on a hybrid basis and have people in the office and remotely. We are fully first set up for face to face and online meetings, increasingly our clients see us online and the vast majority of all transactions are placed through our trading platforms.
Investment Management
Maximise returns with a tailored investment strategy that aligns with your risk tolerance and financial goals, leveraging our expert portfolio management.
Retirement Planning
Secure a comfortable retirement with comprehensive plans that ensure your income needs are met throughout your retirement years.
Tax Optimisation
Minimize tax liabilities with proactive strategies designed to protect and grow your wealth while ensuring compliance.
Estate and Inheritance Planning - Wills, Trust and Probate
Preserve your legacy with detailed estate planning solutions, including wills, trusts, and inheritance tax strategies, to protect your assets for future generations.
Wealth Protection
Safeguard your financial assets from potential risks with robust wealth protection strategies, including insurance planning and risk management.
Pension Planning and Transfers
Optimise your pension savings with expert advice on pension planning, transfers, and consolidation for maximum retirement benefits.
Cross-Border Tax and Financial Planning
Navigate complex international tax laws and regulations with bespoke advice for clients with cross-border assets or multiple tax jurisdictions.
Philanthropy and Charitable Giving
Create a lasting impact through structured philanthropic planning that aligns with your personal values while maximising tax efficiency.
Cash Flow and Budget Management
Gain control over your finances with tailored cash flow management strategies that make the most of your income, expenses, and savings.
Financial Planning for Business Owners
Support for entrepreneurs with comprehensive business planning, exit strategies, and succession planning to ensure long-term business success.
Family Office Services
A holistic approach to managing the financial, legal, and personal needs of high-net-worth families, with a focus on wealth preservation.
Private Client Advisory
Expert advice tailored to private clients, including professionals, executives, and high-net-worth individuals seeking bespoke financial guidance.
Divorce - Financial Settlements Planning
Divorce can be one of the most financially complex and emotionally challenging times in a person’s life. We specialise in providing tailored financial planning services to help individuals navigate the financial implications of divorce. Whether it involves asset division, pension sharing, or ensuring future financial security, our team offers compassionate, expert advice to protect your financial interests during this difficult transition. We work closely with clients to assess their current financial situation, develop a plan to secure their financial future, and provide peace of mind throughout the process.
From managing settlements to restructuring investments, we ensure our clients are well-prepared for the next chapter of their lives.
Clinical Negligence Financial Compensation Planning
Receiving a settlement from a clinical negligence claim can have significant long-term financial implications. We provide specialised financial planning services to help individuals make the most of their compensation awards. Our goal is to ensure that your settlement is managed effectively to provide for your current and future needs, whether that includes medical care, living expenses, or future financial security. We offer tailored advice on managing lump-sum payments, structuring investment portfolios, annuities, tax-efficient investments, and planning for ongoing care costs.
Our team’s expertise ensures that your settlement is used to protect your financial well-being and provide stability in the years to come.
