Meridian Spire Wealth | Expert Pension Planning & Retirement Solutions in London

Our Pension & Wealth Solutions

We offer a suite of specialised services designed to build, manage, and protect your wealth for retirement and beyond, tailored to the complexities of the UK financial landscape.

Comprehensive Pension Planning

Developing a bespoke retirement plan that aligns with your lifestyle goals, risk tolerance, and financial situation. We consider all your assets to create a holistic strategy.

Retirement Income Strategies

Structuring your assets to provide a sustainable, tax-efficient income stream throughout your retirement, ensuring financial freedom for years to come.

Defined Benefit Scheme Transfers

Expert guidance on the complexities and suitability of transferring final salary pensions to a flexible private scheme, ensuring you make informed and appropriate choices.

Private Pension Management

Active management of SIPPs and other private pensions to maximise growth potential and adapt swiftly to market changes and evolving economic conditions.

Ethical Investment Options

Aligning your pension portfolio with your personal values through vetted ESG (Environmental, Social, and Governance) funds, ensuring your investments reflect your principles.

Pension Consolidation

Simplifying your retirement savings by bringing multiple pension pots together into a single, manageable plan, giving you clarity and control over your financial future.

Your Journey to Financial Security

Our disciplined, four-step process for pension and wealth planning ensures a thorough understanding of your needs and the development of a strategy tailored for your success, from initial conversation to long-term vigilance.

01

Discovery & Goal Setting

An in-depth, confidential consultation to understand your current financial landscape, retirement aspirations, and personal values that will shape your future.

02

Strategic Plan Development

We rigorously analyse your unique situation and construct a personalised financial plan with clear, actionable recommendations designed to achieve your specific objectives.

03

Implementation

Once you thoroughly understand and approve the proposed plan, our team handles all the necessary paperwork, coordination, and execution to smoothly put your strategy into action.

04

Ongoing Review & Adaptation

Your financial world evolves, so we regularly review your portfolio's performance and proactively adjust your plan to stay on track as your life and the market changes.

Trusted to Secure Futures

"Meridian Spire helped demystify the complex pension transfer process. Their team was professional, transparent, and secured a plan that gives me true peace of mind for my retirement. I couldn't be more satisfied with their expert guidance."

Mr. David Chen

Retired IT Director, Surrey

"As a business owner, I had several scattered pension pots from various employers. The team at Meridian consolidated them into a single, efficient SIPP with a strong ethical funds focus, which was incredibly important to me. The clarity and control I have now is truly invaluable."

Ms. Sarah Jones

Founder of a Creative Agency, London

"Navigating pension options felt overwhelming until I spoke with Meridian Spire Wealth. Their approach was incredibly clear and they patiently explained every detail. I now have a robust plan that I fully understand and feel confident about my future."

Dr. Alistair Finch

Consultant Surgeon, Manchester

"The guidance I received on my defined benefit pension was exceptional. It was a big decision, but Meridian Spire's rigorous due diligence and personalised advice made me feel completely secure in my choices."

Mrs. Eleanor Davies

Former Educator, Cardiff

"Meridian Spire Wealth not only optimised my pension's performance but also helped me align my investments with my desire for socially responsible practices. It’s comforting to know my savings are working for both my future and positive global impact."

Mr. Rajesh Singh

Environmental Consultant, Edinburgh

Meet Your Financial Experts

Our team of certified and highly experienced financial planners is dedicated to upholding the highest standards of professional integrity and personal client service. We are committed to translating complex financial concepts into clear, actionable strategies designed for your unique aspirations.

Eleanor Vance

Chartered Financial Planner, Director

With over 20 years of experience in the financial sector, Eleanor specialises in complex pension transfers, comprehensive retirement planning, and wealth management for high-net-worth individuals and families. She is passionate about empowering clients to navigate their financial future with clarity and confidence, ensuring every strategy is meticulously tailored to their unique circumstances.

Benjamin Carter

Pension Transfer Specialist

Benjamin is a highly certified specialist in defined benefit pension schemes and excels at creating tax-efficient drawdown strategies designed to maximise retirement income. He is deeply committed to providing clear, jargon-free advice to all his clients, ensuring they understand every aspect of their financial decisions and feel comfortable and informed throughout the process.

Start the Conversation Today

Take the first definitive step towards a secure and prosperous retirement. Reach out to our dedicated team at Meridian Spire Wealth for a complimentary, no-obligation consultation where we can begin to understand your unique financial aspirations.

Our Details

Phone: +44 20 7946 0874

Email: info@meridianspire.co.uk

Address:
2470 Blackfriars Road, Floor 8,
London, SE1 9YU,
United Kingdom

Office Hours:
Monday - Friday: 9:00 AM - 5:00 PM

Clarity and Confidence for Your Retirement Journey