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.
Exploring ways to reduce potential inheritance tax liabilities by maximising the value of a legacy
Financial Advice for decisions that will help shape your plans before and during retirement
We have many years’ experience advising clients with their lending requirements including First Time Buyers, Clients coming to the end of their current mortgage deals, Buy To Let mortgages, Limited Company Buy to Lets. We pride ourselves to go the extra the mile using our experience to advise the most suitable mortgage for our clients.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.