Meridian Financial Services IFA Limited

Are a small independent company based in the village of Idle, in Bradford. The friendly team of four are ready to help anyone in need of financial advice and they offer every customer a free initial consultation to discuss any current or future financial needs. The initial meeting can either be at the company's office or in the comfort of your own home, if you prefer.

Company Overview:
Established since 2003, the Meridian staff team have a extensive experience in the professional financial services arena specialising in both the personal and corporate sectors.

Meridian Financial Services IFA Limited understand that during the current economic climate that more people are looking for affordable financial advice to secure their money and possessions for the future.

The Importance of Financial Advice:
Financial advice is essential & should be reviewed at regular interval as our personal circumstances develope, so too should our provisions.  Good financial advice is beneficial at a number of key life changing moments such as starting a new job, getting married, starting a family, saving for your children or planning for retirement.  A good financial review & well thought out plan can have a very positive impact to improve your lifestyle.

Services:
Meridian is an IFA registered independent company. Common issues that the business offers advice on include:

• Mortgage Planning:- Mortgages / Life Assurance
• Savings & Investments:- Investment Planning / Tax Efficient Savings
• Future Income:- Personal & Business Pension Planning
• Income Replacement:- Critical Illness / Income Protection
• Wills & Probate:- Capital Gains & Inheritance Tax / Wills

Contact Us:
To find out more information, give the team at Meridian Finance a call, so they can outline the possibilities for you without obligation.  Also contact to book your free initial meeting!