Meriden Financial Planning Limited - Stourbridge

deb bywater

Meriden was recommended to me by a trusted friend. When I first met Eleanor I was put at ease straightaway and felt very comfortable discussing my financial affairs with her. Eleanor is very knowledgeable in all aspects of financial planning. I look forward to working with her in the future and trust her knowledge and judgement. I would have no problem recommending Eleanor and Meriden Financial Planning

Ian Bellamy

I have known Duncan at Meriden Financial Planning for over 10years now and been very impressed with the knowledge and services he supplies as an independent financial consultant, alongside his team.

I first met Duncan through my workplace, as the company used his services to advise the staff about pensions and investments. This has continued for the past decade and I'm so impressed that he now advises my wife and brother too - he has a great polite and friendly demeanour and is able to explain the often complex and confusing world of finance and terminology into an easy and more understandable language.

After helping on several mortgage and re-mortgage processes and general investments over the past years, Duncan has been especially helpful more recently, due to the implications of the sudden passing of both parents, leading to processes involved with inheritance and some complex knock-on effects with trust accounts etc. My uncle, who was a senior solicitor for many years and far more financially astute than I am, was also impressed with the way Duncan and his team helped by family through this past couple of years – a great endorsement indeed.

If you are looking for highly professional, knowledge but equally important nice guy to help advice on anything financial look no further than Duncan

Richard Pedersen

I have known Duncan personally for many years through my daughter and son-in-law, and have always found him to be personable and approachable. Two years ago, I reached out to Duncan to discuss consolidating my pensions and reviewing my investments. Duncan’s company, Meriden FP, was one of four firms I considered, including two larger, well-established players. From the outset, I was impressed by Duncan’s professionalism and his clear understanding that our personal connection did not automatically guarantee him my business.

Throughout our meetings, Duncan consistently provided clear, thoughtful advice, outlining the range of options available to me. His approach has always been transparent and honest, with no pressure or hard-sell tactics that are common elsewhere. After careful consideration, I chose to go with Duncan’s company. His products were competitive and, in some cases, superior to what the other businesses offered. I have been extremely satisfied with the results so far.

Duncan’s professionalism, integrity, and quality offerings have earned my trust, and I would have no hesitation in recommending him and his team to friends and family.

Angela Pearson

Meriden Financial Planning have been taking care of my finances for the past 11 years.
During which time I have been completely confident that my investments are being expertly handled.
My advisor Eleanor Jordan is always available to answer questions or solve any issues.
I trust in her advice and am extremely happy with the service she provides.
I also feel supported on a personal level being able to discuss my needs and goals for the future.
Thank you for your on going service.

Brandan Mallin

Jack done a fantastic no hassle service for us.
He managed to secure us a mortgage with a reasonable interest rate with only 1 year of books.

Jack was great throughout. Kept us up to date all the time with what was going on and answered messages, calls, and email very promptly.

We would highly reccomend Jack and will be using him on the future thankyou mate. Been great to deal with.

Most hassle free part of the new house

Steve Hart

Starting using Richard at Meriden financial planning around two years ago. We needed advice on a substantial pension to navigate a tax free lump sum to aid us downsizing house to become more financially secure and be mortgage free. They helped with the complicated process of achieving our goal with minimum fuss and accurate guidance. Since then they've helped to reinvest the pension, which is becoming quite lucrative, and even helped with a financial matter involving other family members. Very professional and friendly and always available with help and support in other areas of finance. A very pleasant experience and would wholeheartedly recommend in our experience.

Barzu Zare

Duncan Chance of Meriden Financial Planning has been my financial advisor for circa 12 years. During this time Duncan has facilitated Life and Critical illness insurance, ensuring my family and I are covered whatever the circumstances with everything fully explained in a open and understandable way. Duncan has also helped me start and then regularly contribute to a private pension fund with very helpful questionnaires regarding financial risk appetite, ethical viewpoints regarding where the investment is placed and Duncan continually looks for the best platforms for the investment to be placed. I have been pleasantly surprised with the performance of this pension fund which has out=performed my expectations.
Finally Duncan has provided me with arranging several mortgage and re-mortgage applications over the years, and I truly believe that his diligence and commitment to seeking out the best and most suited offer for me and my circumstances have saved me stress and money each renewal / application.
I would highly recommend Duncan Chance, and Meriden Financial Planning.

Paul Harper

Jack was great at helping us sort out a mortgage for moving home. He also helped us with our income protection and other insurances. The communication from Jack and Meriden was excellent and really made the process as smooth as possible. Couldn't recommend Jack & Meriden Financials Planning highly enough.