Meridian Financial Planning Ltd is a financial advice firm based in Whitfield, Dover, Kent offering financial advice to both individuals and corporate clients.​ We advise clients in the areas of Investments, Pensions, Mortgage advice and Protection. We also advise and administer small company group pension schemes.
​As a company we are committed to providing advice to clients based upon the simple core values of honesty, integrity and professionalism. We take time to build a rapport with our clients to be able to establish specific solutions to their needs.​
Our team of advisers have many years of industry experience having all worked within the financial sector before coming together at Meridian Financial Planning Ltd.​
For more specific information on the areas of help and advice we can provide to you please visit our services page or contact us.​
Reliable, unbiased and trusted independent financial advice including whole of market mortgage advice
Our services
For most people, taking out a mortgage on their home will be the largest financial commitment they will ever make. Taking the wrong mortgage can end up costing thousands extra over the lifetime of the loan, and what appears to be the cheapest on day one will not always prove to be over an extended period of time. There are now a very large number of mortgage types available to select from, all offering slightly different features and incentives.
Investing your money needs careful consideration and you need to be absolutely sure of the risks involved as well as tax implications.
You should seek advice appropriate to your specific circumstances prior to making any decisions. It is also very important to regularly review your investment plans over time to ensure the strategy remains suitable.
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The value of investments can go down as well as up and you may get back less than the amount invested.
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The Financial Conduct Authority does not regulate taxation or Trust advice.
Protecting your financial position and your families standard of living in the event of death, serious illness or loss of income is a top priority when it comes to financial planning.
With this in mind, it makes sense to periodically review your cover with the help of one of our professional financial advisers.
The individual and group pensions market is an ever changing world, with new legislation being brought out on a regular basis, it is difficult to keep track of what options are available with regard to your retirement planning and we recommend regularly reviewing your plans and objectives with regards to retirement.
Running a business is challenging. Whether it be sales and marketing, finance, ensuring adequate cashflow or staffing, there are a myriad of topics that need to be addressed. We can help explain the various issues that business owners need to consider, and offer advise on the best way of protecting themselves and their workforce. ​​
Meet the advice team
The advisers at Meridian Financial Planning Ltd are committed to providing expert financial advice in the areas of Investments, Pensions, Mortgage advice and Protection.