Seamless Planning...

We provide advice and planning services for people who want to make the most of their finances. We're independent, which means we work for our clients interests, not those of a bank or insurance company.  Once we've understood your aims, aspirations and concerns, Merito Financial Services Ltd can help you make your money work for you. Call us now on 01675 446500 to request an initial meeting.


We'll get a thorough understanding of your attitude to risk, your short, medium & long term aims & then advise you in light of the opportunities and threats of the current economic climate.

Life Assurance

Protecting what you already have should be the start of any sound financial plan. As independent financial advisers, we can help ensure whatever policy you select is right for your individual circumstances.

Pension & Retirement Advice

In simple terms, we'll start by helping you understand what you have & what it is likely to provide versus what you may need. A complex area that can certainly benefit from independent financial advice.


With the current economic climate, many people may be forgiven for thinking getting a mortgage is nearly impossible! This is simply not the case. There has never been a better time to seek professional help.

Chartered Financial Planners

At Merito we are extremely proud to have been awarded the prestigious title 'Chartered Financial Planners' by the Chartered Insurance Institute (CII).

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Our Service Options

We offer three levels of service to all of our clients, and you are free to change at any time. We make sure you know exactly what you are getting and precisely how much it will cost, before you take out a service with us

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Our Expertise

Our team of advisers have expertise in both generic financial planning and specialist areas such as SIPPS, wealth management and estate planning.

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