★★★★★
"After selling our business, we needed someone who understood liquidity events, not just ISAs. Meridian structured our portfolio and tax position within weeks — and we've slept better since."
Private Wealth Management · London
YOUR WEALTH.
WORKING HARDER.
Bespoke strategies for ambitious families who expect more than an off-the-shelf portfolio.
Discreet, disciplined, and built around your life — not a product brochure.
£2.4bn
Assets managed
30+
Years experience
98%
Client retention
FCA
Regulated
Trusted by high-net-worth individuals across the UK
FCA RegulatedCISI MemberChartered Financial PlannerISO 27001Sunday Times Top 100
Services
COMPREHENSIVE WEALTH
MANAGEMENT.
Investment Management
Discretionary portfolios aligned to your risk profile, tax position, and long-term objectives.
Not a model portfolio with your name on it.
Retirement Planning
Cash-flow modelling, pension consolidation, and drawdown strategies designed to outlast you — comfortably.
Estate & IHT Planning
Trust structures, gifting strategies, and business relief planning to preserve wealth for the next generation.
Tax Optimisation
ISA, pension, VCT/EIS, and capital gains planning woven through every investment decision we make.
Family Office Services
Coordinated advice across investments, tax, legal, and lifestyle — one relationship, one team, one plan.
Philanthropy Advisory
Structured giving via donor-advised funds, charitable trusts, and impact portfolios that reflect your values.
Our approach
CLARITY AT EVERY
STAGE.
Initial Consultation
A confidential conversation about your goals, assets, and concerns. No obligation, no product pitch — just an honest assessment of whether we're the right fit.
Bespoke Strategy
We build a written financial plan covering investments, tax, retirement, and estate — reviewed by your lead adviser and our in-house tax specialist.
Active Management
Your portfolio is managed discretionarily with quarterly rebalancing, ongoing tax-loss harvesting, and direct access to your adviser.
Regular Reviews
Structured reviews every six months, with ad-hoc access whenever life changes — sale of a business, inheritance, divorce, or retirement.
Illustrative client portfolio
£4.2m
Balanced growth · Risk level 5/7
Client voices
TRUSTED BY FAMILIES
LIKE YOURS.
★★★★★
"We've worked with three advisers over twenty years. Meridian is the first firm that proactively calls when legislation changes, not when they're chasing AUM."
★★★★★
"The estate planning work alone justified the relationship. They coordinated our solicitor, accountant, and investment team — something no bank private office ever managed."
Our Team
MEET THE
PEOPLE BEHIND YOUR PLAN.
Chartered Financial Planner
Helen Marsh
Specialist in retirement planning, pension consolidation, and tax-efficient drawdown strategies for high earners.
Chief Investment Officer
James Whitfield
Twenty-five years in multi-asset portfolio management. Previously Head of Investments at a FTSE 100 wealth manager.
Insights
LATEST FROM
OUR TEAM.
Tax & Policy
Autumn Budget: What it means for your ISA
The Chancellor's latest announcements affect ISA allowances, dividend tax, and capital gains — here's what to review before April.
Estate Planning
IHT planning strategies for 2026
With the nil-rate band frozen and property values rising, proactive estate planning is more valuable than ever.
Investments
Why cash is no longer king
Cash rates have fallen from their peak. For long-term wealth, the opportunity cost of sitting on the sidelines is rising again.
Retirement
Maximising your pension allowance
Carry forward, employer contributions, and the tapered annual allowance — a practical guide for high earners.
Investments
The case for global diversification
UK equities are less than 4% of global market cap. A home bias can cost returns over the long run.
FAQ
COMMON
QUESTIONS.
Straight answers to what prospective clients ask us most.
We typically work with clients who have £500,000 or more in investable assets. For estate planning or tax-only mandates, we may consider lower thresholds where the complexity warrants specialist advice.
Meridian Wealth is authorised and regulated by the Financial Conduct Authority. This means we meet strict standards for client money protection, adviser competence, and transparent charging. You also have access to the Financial Ombudsman and FSCS compensation where applicable.
We charge an annual management fee based on assets under advice, typically between 0.75% and 1.25% depending on portfolio size and complexity. There are no hidden platform charges, and we do not accept commission from product providers.
A 60–90 minute consultation with a Chartered Financial Planner. We'll review your current arrangements, discuss your objectives, and outline how we work. You'll leave with a clear sense of whether we're right for you — no pressure to proceed.
Ambitious professionals, business owners, and multi-generational families who want a long-term advisory relationship — not a transactional product sale. If you value discretion, proactive advice, and coordinated planning, we'll likely be a good fit.
Get in touch
READY TO TALK?
Complete our short form and a senior adviser will contact you within one business day.