Whether you are looking to invest a lump sum for growth or income, or save regularly for a planned future event,Meridian Financial Services has a solution to meet the needs of most clients.
Once we have established the key drivers for the investment, including a client’s attitude to risk & capacity for loss, the time-scale that client is comfortable investing for and the relevancy of any necessary tax planning, we are able to provide a tailored solution that meets the goals of any client. Following the provision of advice, we then implement the relevant solution(s).
Following advice from Meridian Financial Services, our clients have access to thousands of investment funds from within the UK market, as well as bespoke solutions and Model Portfolios provided by a number of high-quality Discretionary Fund Managers and Investment Houses, via investment wrappers such as:
- Cash Accounts
- New ISAs & Junior ISAs
- Unit Trusts
- Investment Trusts
- Open-Ended Investment Companies (OEICS)
- Onshore & Offshore Investment Bonds
- General Investment Accounts
- Tax-efficient Investments (Enterprise Investment Schemes, Venture Capital Trusts & Business Relief Portfolios)*
- Structured Products (including Deposits & Capital at Risk)
For more information on how we can help you with your savings and investment needs, please contact Meridian Financial Services at firstname.lastname@example.org or 033 0133 0122.
The FCA does not regulate some forms of Offshore Investments.
*Enterprise Investment Schemes & Venture Capital Trusts invest in young growth orientated companies. They are considered to be high risk investments and the possibility of losing all of the invested capital is greater.