Meridian Financial Management
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Meridian Financial Management Limited have embraced the ideal of treating customers fairly.
 

We have excellent recording and administrative systems and regularly review staff competence. We monitor levels of client care on a regular basis, particularly where there is any evidence of client misunderstanding regarding the company’s services, systems and advice process. Good communication with our customers provides a better understanding of your requirements and ultimately builds trust between you, the customer, and your adviser.

 

Time is a precious commodity. Your financial security and wealth management can take up a lot of valuable time. 

Why not let us help you navigate your way through the maze of financial products?

We will do all the research, report back to you and make recommendations based on your individial criteria and risk profile.


Company history
 
Meridian Financial Management Limited is a UK registered company. We have operated in financial planning for over 13 years as Independent Financial Advisers.
 
The company is headed up by Steve Griffin, who has spent 37 years working in the financial services industry.
 
We are proud of our sound financial advice and the security which we have helped our clients to achieve through our individually tailored financial planning recommendations.
 
At a glance:
Established 1997
Number of Staff 2
Number of advisers 1
Service Coverage UK National and Europe

  Steve Griffin


Steve Griffin is one of the most widely respected financial advisors in the UK, with a career spanning over 37 years. He began his career in financial services with what was then known as Midland Bank, now HSBC, and quickly rose to the rank of bank manager. Steve also worked for Allied Dunbar where he was one of their top performers over a long period before deciding to branch out on his own.


He launched Meridian Financial Management Ltd in Stratford-upon-Avon in 1997 as a specialist consultancy to high net worth clients in middle England. He has a strong technical knowledge of the legal aspects of pensions and tax issues and is Managing Director of Meridian Financial Management and founder of Expat Pensions, a specialist pensions and investments consultancy for UK Expatriates.


Outside his professional career, he is perhaps best known for sailing the wrong way around the world, when he took a year's sabbatical to join 17 other like-minded individuals to complete the Global Challenge; an experience which he describes as both tough and life enhancing!