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
The team
People you will meet
Alistair Greene
Certified financial planner
Priyanka Shah
Retirement specialist
Daniel Hughes
Investment analyst
Fran Ellis
Client services
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Independent planners helping families and professionals with retirement plans, investments and protection.