Clear thinking for complex finances.
Meridian helps business owners and families make confident financial decisions — with advice that is independent, evidence-based, and always in your interest.
Illustrative credentials for this portfolio demo — Meridian is a fictional firm.
Advice for every stage of the journey
Four practices, one discipline: your goals first, then the strategy — never products or commissions.
Wealth Advisory
Long-term investment strategy, portfolio construction, and ongoing stewardship tailored to your risk appetite and horizon.
Corporate Finance
Capital structure, valuation, and transaction support for owner-led businesses preparing to grow, raise, or exit.
Risk & Compliance
Practical risk reviews and governance frameworks that protect what you have built without slowing you down.
Retirement & Estate
Succession, retirement income, and estate planning that keeps wealth working across generations.
Advisors, not salespeople
Four partners, one standard: if we wouldn't take the advice ourselves, we don't give it.
Elena Vasic
Wealth strategy for founders and multi-generation families.
Marcus Reid
Valuations, raises, and exits for owner-led businesses.
Priya Sharma
Governance and compliance that holds up under scrutiny.
Tomás Ferreira
Retirement income and estate plans built to outlast markets.
Meridian gave us the first financial plan we actually understood — and the discipline to stick to it.
Questions clients ask first
How are you paid?
We're fee-only: you pay us directly, either a flat project fee or a transparent percentage of assets under advice. We never take commissions from products, so the advice you get is only ever about what's right for you.
Is there a minimum to work with you?
For ongoing wealth advisory we typically start at £250,000 in investable assets, but our corporate finance and one-off planning work has no minimum. If you're not sure where you fit, the first conversation is free — we'll tell you honestly.
What happens in the first meeting?
We listen. You'll talk through your goals, your obligations and your appetite for risk — and we'll tell you whether we can genuinely add value before either of us commits to anything. No pitch, no pressure.
How often will we speak?
On a fixed cadence you set — usually quarterly reviews, plus whenever life changes: a sale, an inheritance, a new venture. You'll always reach a partner directly, not a call centre.
Is my money safe with you?
We never hold your assets. Investments sit with established, independently regulated custodians in your own name — we advise and manage, but the funds are always yours and always visible to you.
Let's talk about where you want to be
An initial consultation is free, confidential, and without obligation. We'll tell you honestly whether we can help.
Prefer to talk? Call +1 (555) 014-9210
or write to hello@meridianco.example