Meridian Wealth Management Ltd
BRADFORD
(1)
BRADFORD
(1)
Meridian Wealth Management Ltd is a firm of Independent Financial Advisers (IFA) based in Bradford, West Yorkshire and has been established for over 15 years. We aim to provide advice to both individuals and companies on all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritising objectives.
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1 customer review
Rachel
Anthony explained my pension options in a very clear manner. The research was very detailed and I was able to make an informed decision. Would highly recommend Anthony
What do you love most about your job?
I enjoy meeting new clients as no two clients have the same needs/requirements. Every day is different which is always exciting.
What inspired you to start your own business?
I have been self employed for over 10yrs and my desire to start my own business was down to being made redundant and deciding not to rely on anybody else to fulfil my dreams and destiny.
Why should our clients choose you?
I am open and honest and will explain the products and process in a clear and concise manner.
Can you provide your services online or remotely? If so, please add details.
Yes, services can be provided via Zoom/Teams or WhattsApp video call. Whichever provider you are happiest using.
What changes have you made to keep your customers safe from Covid-19?
At the moment no face to face meetings are taking place. When a meeting is arranged any paperwork that requires reading/signing is posted directly to client in advance so any questions can be asked at the meeting.
Investment Advice
Independent advice provided on Investments (ISA's, Bonds, Unit Trusts and VCT's), Pensions (personal, workplace & SIPP's)
Mortgage Advice
Independent advice provided on mortgages (Residential and Buy To Let)
Equity Release
Independent advice on Equity Release
