Services
Long-term planning aligned to your goals — built around your life, not the other way round.
A budget that lives in a spreadsheet nobody opens again isn't a plan — it's an exercise. We build forecasts and plans that get used: reviewed monthly, adjusted as reality diverges from assumption, and tied to decisions you're actually going to make. For business owners, that means a working 1–3 year plan you can hold the business to. For individuals, it means retirement and long-term savings planning that accounts for the specific complexity of building a financial life across two countries' tax and pension systems.
Business owners planning their next 12–36 months, and individuals — particularly those with financial ties to both the US and UK — planning for retirement or a major financial decision.
We establish where you are today and where you're trying to get to.
We build a forecast or plan with assumptions you understand and agree with.
We revisit it on a set schedule, adjusting for what's actually happened.
Tell us about your business and we'll show you how Meridian can move it forward — in the US, the UK, or across borders.
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