We’re confident we can help you reach the next level
With great business success comes the need for a first class wealth management strategy. To put you in control of your personal financial future we would love to introduce you to our specialist team – together we can help you reach your goals, both professionally and personally.
Investment – planning is everything
We will only ever make investment recommendations based on what we truly believe in. Whether our clients are looking for growth or income, we collaborate closely with the individuals and businesses we work with to effectively communicate and manage the potential risks and rewards of their investment options in a clear, easy-to-understand way. Please be advised that the value of investments can fall as well as rise. You may not get back what you invest.
Offshore/Onshore Bonds
Discover the merits of offshore and onshore bonds with advice and support from our specialists and find out how to make these play a powerful part of your investment portfolio.
ISA’s
Get the best, unbiased advice on which independent savings account is right for you and your situation from our expert team.
Pensions – working for your future
Our advanced pension specialists can help you map out the next step for your pensions, whether you’re an individual thinking about the next step, or a company planning for the future. We’ll work with you and offer industry-leading, impartial advice relating to workplace pensions, final salary schemes, self-invested personal pensions (SIPPS) and small self-administered schemes (SSAS).
Company Pensions
Learn about the implications of company pensions for your organisation. We can help with auto enrolment queries, how much you need to put in and what long term planning options are available to you.
Retirement Planning
Devise a smart plan for your retirement with help from our knowledgeable experts. You’ll receive independent advice from professional and accredited specialists that’s been tailored to you.
Workplace Pensions
Learn about the implications of workplace pensions for your organisation. We can help with auto enrolment queries, how much you need to put in and what long term planning options are available to you.
Bespoke Pensions SIPP/SSAS
Perfect if you’re looking for a little more control over your ongoing investments, work with our team to ensure you’re able to get the most out of your bespoke pension SIPPS/SSAS.
Personal Pensions
Retire happy after making smart plans for your personal pension in good time. Get your head around what’s out there and what will work best for you with help from our specialist experts.
Insurance – protecting the things that matter
Our extensive knowledge of, and experience in, the wealth management industry has meant we have an unrivalled portfolio of insurance products available to us and our clients. By fully assessing and understanding the needs of our clients, we can recommend the best possible package.
Key man
Protect your business and the integral people within by investing in key man insurance. Putting cover in place will give you peace of mind that, should the worst happen, you will be able to continue.
Private/Medical
Helping our clients to discover which medical insurance provider will offer the best package to suit their personal situation using our extensive knowledge of the industry.
Income Replacement
We provide peace of mind and financial stability by establishing income insurance policies for our clients which will protect them should a change in personal circumstance impact upon their earning power.
Relevant Life Plan
We work with company directors and business owners, helping them to run life plan insurance policies through the organisation, providing a meaningful saving on National Insurance and inheritance tax charges.
Life/Critical Illness Cover
Putting plans in place that will provide support and income to your loved ones is a delicate, but necessary process. Our experienced professionals will work with you to design an insurance package that will work best for you and your family.
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Introducing The Meades Group
You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 2018. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.
Please be advised that the value of investments can fall as well as rise. You may not get back what you invest.
Meades Wealth Management Ltd is an appointed representative of Timeline Wealth Management Limited which is authorised and regulated by the Financial Conduct Authority no 963229.
Tax planning is not regulated by the Financial Conduct Authority.
Meades Wealth Management Ltd is a Limited Company registered in England & Wales no. 13562257.
The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK, for more information visit https://www.financial-ombudsman.org.uk/