Andrew Palmer, DipFA, CPFA
Managing Director & Independent Financial Adviser
Andrew set-up Meridian Financial Services in January 2015, with the goal of continuing to deliver high quality advice to both personal and commercial clients. With over 10 years face-to-face regulated financial advisory experience, Andrew is currently serving private and commercial clients nationwide.
Prior to forming Meridian Financial Services, Andrew had previously been a Financial Consultant within a Principal Partner Practice of one of the UK’s largest Wealth Managers, as well as a Founding Director and Independent Financial Adviser of a National IFA Firm.
Andrew’s areas of expertise include assisting private clients, business owners and senior executives with retirement planning, protecting what matters, helping to facilitate profit extraction and providing a range of personal and commercial solutions.
In order to find Andrew’s listing on the Financial Services Register, provided by the Financial Conduct Authority, please click here.
Andrew is a Certified Professional in Financial Advice, awarded by the London Institute of Banking & Finance (LIBF) and holds the qualification of Diploma in Financial Advice (DipFA).