About
Advice you can check
Meridian Private Wealth exists on a simple premise: that a client who understands the reasoning behind a recommendation is better served than one who is merely persuaded by it.
How we work
We begin with the whole picture rather than the piece you arrived with. That usually takes longer than anyone expects and is, reliably, where the useful findings come from: the policy that duplicates cover you already have, the two goals quietly competing for the same surplus, the structure set up years ago for circumstances that no longer apply.
Everything is written down. The plan states its assumptions — the return, the inflation rate, the retirement date — so you can disagree with them. An assumption you cannot see is an assumption you cannot challenge, and over thirty years the difference between 10% and 12% is not a rounding error.
What we charge for
Advice, planning and implementation. Fees are agreed in writing before any work starts, and we tell you when a piece of work is not worth what it would cost.
What we do not do
We do not sell products for commission, forecast markets, or promise returns. We do not recommend anything we cannot explain in a sentence you would repeat to a sceptical friend.
In their words
“The first meeting was the first time anyone had asked what the money was actually for before recommending anything. We left with a written plan we understood, including the parts we disagreed with.”
“They told us plainly that two of our goals were competing for the same money and that one would have to move. Nobody had said that in eight years of advice.”
“What I valued most was being shown the assumptions. Every projection came with the inflation rate and the return it used, so I could argue with them — and I did.”
Start with a conversation
Forty-five minutes, confidential, no obligation. You will leave knowing whether we can help and what it would involve.
Book a consultation