Meridian is an independent advisory firm helping individuals and families grow and protect their wealth — no products to push, just advice that's genuinely on your side.
One relationship across investing, planning and protecting — joined up, and built around you.
Globally diversified, low-cost portfolios designed around your goals and risk appetite.
Active, fee-only management with quarterly reviews and full transparency.
Plan retirement income, minimise tax, and pass on more of what you build.
A free 30-minute conversation about your goals, timeline and what keeps you up at night.
We model your future and present a clear, written plan — with the fees in plain sight.
Regular reviews and a real advisor on the end of the phone whenever life changes.
We're legally bound to act in your interest, we never earn commission, and our fees are on the table from day one. That's the whole model.
"For the first time I understand exactly what I own and why. The plan is calm, clear and mine."
"Fee-only advice with zero sales pressure. Meridian moved us from anxious to confident."
"They modelled three futures and helped us pick the one we actually wanted. Worth every cent."
Book a free 30-minute discovery call and see what an independent advisor can do for you.
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