Authorised & Regulated by the FCA

Wealth built
to outlast
the unexpected.

Private wealth management for individuals, families, and business owners. Portfolios built around your life — not the market.

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£2.4B
↑ +18% YoY
Assets under management
340+
Private clients served
22yr
Track record
5-Year Annualised Returns

Performance that
speaks for itself.

Returns net of fees. Past performance is not a reliable indicator of future results.
Meridian Global
14.8%
p.a.
Global Blended Benchmark
11.4%
p.a.
FTSE All-Share
9.2%
p.a.
Source: Meridian Wealth internal performance data, Jan 2019 – Dec 2024.
Benchmarks: MSCI World Index (blended) and FTSE All-Share Total Return.
What We Do

Comprehensive wealth services

From investment management to succession planning — everything under one roof, with a dedicated adviser who knows your name.

Investment Management
Bespoke portfolios built around your goals, risk tolerance, and time horizon — actively managed by our CIO team.
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Estate & IHT Planning
Protect your wealth across generations with expert estate structuring, trust planning, and IHT mitigation strategies.
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Business Exit Planning
Maximise your proceeds and minimise your tax exposure when selling or transitioning out of your business.
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98%
Client retention rate
4.9 ★
Google review average
FCA
Fully regulated
ISO 27001
Data certified
Our Advisers

People you can trust
with what matters most.

JE
Jonathan R. Ellis
Chief Investment Officer
25 years at Goldman Sachs and BlackRock. CFA charterholder with a focus on multi-asset strategy.
ST
Sarah Thornton
Head of Estate Planning
Former HMRC senior adviser. Chartered Tax Adviser specialising in IHT mitigation and trust law.
DO
David Osei
Private Client Director
Chartered Financial Planner with 18 years client-facing experience across private banking and wealth.