I have been providing financial advice for over 20 years, and before starting Merriman & Associates in September 2012, I was most recently at the Royal Bank of Scotland.
It was at the Royal Bank of Scotland that I provided financial advice to their personal, commercial and corporate customers for over 7 years. I can offer expert advice across the full range of financial planning, and am a specialist in inheritance tax planning and investment planning.
Over my career I have worked for market leading financial institutions including American Express and Friends Provident, and I have also previously run an independent consultancy focussed on inheritance tax planning.
I am passionate about developing and maintaining a relationship with clients that are based on trust and loyalty. As truly independent, my ability to offer ‘whole market’ advice (meaning that I am not limited to a single range of products) is fundamental to me delivering the solutions my clients need, and allows me to provide them with the best advice over many years. In addition, I am also able to offer advice to both personal and business customers.
In my personal life, I have achieved sporting success including being a national champion. Golf and cycling are now my passions.
I would welcome the opportunity to meet with you to discuss how I might best help you, and my contact details are below: