Financial Planning

Financial Planning

Part of our client’s journey will be establishing specific financial objectives. This will vary between our clients and creating a personal financial goal for our clients will form the basis of all recommendations. We will also include assessing our client’s attitude to investment risk, capacity for loss and knowledge, all of these areas will form the basis of our recommendations.

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If you would like more information or wish to book an initial meeting, at our expense, please contact us and we will be happy to help.

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Financial Planning

Alternate Services

I own my own company, do you offer financial advice for businesses?

Yes, we offer financial planning advice for businesses. Our local business financial advisors are fully qualified and experienced in business financial planning advice and everything that entails. If you have any questions, please get in touch to see how we can help you.

I am worried about inheritance tax - can you help?

There are several ways to reduce an inheritance tax bill, which can help maximise the value of your legacy. We can advice the most efficient way forward that is appropriate for your circumstances.

When should I start planning my retirement?

As retirement nears, it pays to be prepared. At Meriden Financial Planning Ltd, we offer financial advice for decisions that can shape retirement plans for the rest of your life.

I have multiple pensions but I don't know what to do with them, can you help?

Throughout your working life, you may accumulate several pensions from your employers or from a private personal pension. Our independent financial advisers can help to review your existing pensions, advise on your options and what you can expect to receive when you access them.

What is equity release?

Equity release refers to a range of products letting you access the equity (cash) tied up in your home if you are over the age of 55. You can take the money you release as a lump sum or, in several smaller amounts or as a combination of both.

What type of insurance and protection do I need?

Financial protection can cover several options, from life assurance to income protection and critical illness cover. At Meriden Financial Planning Ltd, our financial advisors can match your requirements with many protection and insurance products on offer across the whole of the market.

Can you help finance Buy To Let properties?

Whether you are considering your first buy-to-let property purchase or looking to increase your existing portfolio, Meriden Financial Planning Ltd can help with buy-to-let mortgage advice that will help you choose the most appropriate mortgage deal on the market.

How can you help me when I remortgage my property?

When coming to the end of your current mortgage deal, Meriden Financial Planning will compare the options from your current providers and providers across the market and advice the most appropriate solution.

I am looking to buy my first house, what do I need to do?

Meriden Financial Planning Ltd can help with first time buyer mortgage advice that will help you choose the most appropriate mortgage deals on the market. Contact us to book your consultation.

Do I really need financial advice?

An independent financial adviser can give you advice about managing your money or help you with specific needs or goals. You may require someone to help you understand complicated financial jargon, or simply need independent financial advice you can trust.