Meriden Financial Planning
Meriden Financial Planning is an independent financial advisory firm located in Stourbridge, West Midlands. They offer financial planning services, including retirement planning, wealth management, and mortgage advice, designed to address the specific needs of their clients.
- Pensions
- Wealth Management
- Retirement Planning
- Equity Release Advice
- Inheritance Tax Planning
- Buy To Let Mortgage Advice
- Business Financial Planning
- Residential Mortgage Advice
- Protection and Insurance Advice
Locations
Digital Popularity
Popularity over time
Competitors
JWC Financial Solutions is a financial advisory firm that provides a comprehensive range of services including investment, protection, mortgages, equity release, taxation, wealth management, business protection, and pensions advice.
Infinity Financial Advice provides expert financial and mortgage advice, delivered with care since 2013.
Company Details
Meriden Financial Planning is operated by Meriden Financial Planning Limited and is a Active company incorporated on 24 September 2014 with the registered office located in Stourbridge, West Midlands. Meriden Financial Planning Limited was registered 10 years ago.
Status
Active
Size
Micro
Directors
4
Age
10 years old
Employees
10
Turnover
Unreported
Total Assets
£394.54K
Cash in Bank
£244.69K
Total Liabilities
-£196.04K
Teams
10
5
5
2
4
Co-Owner / Director / Chartered Fellow • Joined Oct 2019
Chartered Financial Planner • Joined Jan 2023
Director & Chartered Financial Planner (APFS) • Joined Mar 2019
Independent Financial Advisor And Managing Director
Client Support Specialist • Joined Aug 2019
IFA Support Administrator • Joined Feb 2022
Mortgage And Insurance Administrator • Joined Oct 2024
Independent Financial Adviser DipPFS • Joined Aug 2022
Technical Paraplanner/Team Leader • Joined Jan 2023
Independent Financial Adviser • Joined Oct 2020
Chartered Financial Planner • Joined Jan 2023
Mortgage And Insurance Administrator • Joined Oct 2024
Independent Financial Adviser DipPFS • Joined Aug 2022
Independent Financial Adviser • Joined Oct 2020
Chartered Financial Planner • Joined Apr 2022
Client Support Specialist • Joined Aug 2019
Independent Financial Adviser DipPFS • Joined Aug 2022
Chartered Financial Planner • Joined Jan 2023
Independent Financial Adviser • Joined Oct 2020
Chartered Financial Planner • Joined Apr 2022
Client Support Specialist • Joined Aug 2019
IFA Support Administrator • Joined Feb 2022
Co-Owner / Director / Chartered Fellow • Joined Oct 2019
Director & Chartered Financial Planner (APFS) • Joined Mar 2019
Independent Financial Advisor And Managing Director
Technical Paraplanner/Team Leader • Joined Jan 2023