Independent financial planning
A clear plan for the life you want.
Independent planners helping families and professionals with retirement plans, investments and protection.
Planning
How we plan
Practical support across the areas growing businesses ask us about most.
Retirement planning
Know what you need and when.
Investments
Evidence-based and low-cost.
Protection
Insure what matters most.
Approach
Advice you pay for, not products you are sold
Meridian is fee-only: we earn nothing from the products we recommend. Plans are built around your life, written down plainly and reviewed every year.
- Independent and fee-only
- No commission, no hidden charges
- Plain-English written plans
- Annual review included
$410M
Assets under advice
22 yrs
Of planning
96%
Clients stay with us
Appointments
Book a visit
- Choose any service and a time that suits you
- We confirm by phone or text within a few hours
- Free to change or cancel up to a day before
Prefer to talk? Call (555) 010 3050
Kind words
What our customers say
“For the first time I know exactly how much I can spend in retirement. Alistair made it make sense.”
Margaret and Tony H.
Retired couple
“Straight answers, no sales pitch. I have recommended Meridian to three friends.”
Keith R.
Business owner
“They sorted our pensions, mortgage and insurance in one conversation.”
Laila N.
Young family
Book a free review.
Independent planners helping families and professionals with retirement plans, investments and protection.