Meridian Financial Services

Independent Financial Adviser  6 King Street, Frome, Somerset, BA11 1BH
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FCA authorised
Last authorised 1st March 2021
Our goal is to deliver high quality advice to both personal and commercial clients.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Small business
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Estate planning
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EEA
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group risk
Meet our advisers
MR Andrew Palmer
Independent Financial Adviser
About us

An Independent Financial Advisory practice located in the Somerset market town of Frome.

Our services

At the heart of our advice process is the desire to truly understand our clients’ needs and aspirations, in order to deliver tailored solutions that meet their requirements.

So whether you are aiming to protect your loved ones, plan & save for your retirement or implement strategies for your business, Meridian Financial Services is here to help you achieve the right outcome.

Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

6 King Street, Frome, Somerset, BA11 1BH

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