Meridian Advice
Meridian Advice is a Financial Planning and Wealth Management business offering expert financial advice to business owners, private individuals and trustees. We offer a friendly local service backed up by St. James's Place Wealth Management - a FTSE100 listed company with over 100 Billion of clients funds under management. Meridian Advice is a Partner Practice of St. James's Place Wealth Management. Meridian Advice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
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Verified contacts
4
available on Kipplo
LinkedIn employees
5
1 to 10 range
Open roles
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no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
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organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- DA
Denise Anderson
Partner · General Business & Management
EmailPhone - AS
Andrew Stevenson
Business Development Manager · Sales & Business Development
EmailPhone - TH
Trevor Holmes
Chartered Financial Planner · Finance & Accounting
EmailPhone - JA
Jennifer Allan
Administrative Assistant · General Business & Management
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Meridian Advice
4 distinct titles indexed · top 4 shown.
- 1administrative assistant
- 1business development manager
- 1chartered financial planner
- 1partner
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