Services

You & Your Family

Providing financial security for you and your family is at the very heart of what we do.

Pensions

Whether you are in the throes of your career or closer to your retirement, the subject of retirement planning can be a complex and confusing one but the aim is always the same, to provide a comfortable and dependable level of income for you and your family during your retirement years. Our experienced advisers can guide you through to finding the best solution for your individual circumstances.

As government rules on when and how you can take your pension keep changing, it is important not to be complacent that the planning you already have in place will still be suitable when you need to take an income from it. Changes in your personal circumstances such as moving from employment to self-employment or a divorce can also affect this vital area of planning. We can review your current arrangements and offer advice on consolidation, drawdown, annuities or overseas pensions.

Investments & Savings

Our clients are at the heart of what we do and your long-term goals are central to planning how you save now for your own future and that of your dependants. We can give you bespoke advice based on whether you have a lump sum to invest from an inheritance, a work bonus or pension capital. Or you may wish to put away a regular amount to build a capital sum in the future, perhaps to fund your children’s school or university education.

We will look at making your savings as tax-efficient as possible, using all available tax allowances either when making the investment or taking the proceeds. We will always make sure you are comfortable with the level of risk associated with any investment and will regularly revisit this with you through our Picasso and Rembrandt on-going service.

Property & Mortgages

You may be looking to move home, buy a second home in the UK or overseas, invest in a property to generate income or capital or help your children take their first steps onto the property ladder. You might be self-employed, a first-time buyer or even about to embark on your own Grand Design. Our mortgage experts are well-versed in the myriad mortgages available and will find one to suit your exact circumstances. We are always up-to-date with the latest deals and we also have access to rates not available on the high street.

We will guide you through the entire process from application to taking possession of the keys for your new property.

Protection

In common with many people you may have a life assurance plan which you took out with a mortgage, or some workplace benefits, but how much thought have you given to whether this really is enough to protect your family or business in the event of your unexpected death? And if you became long-term ill there may be costs of specialist treatment or home adaptations at a time of a drop in income.

There are many types of insurance and protection plans you can put in place to look after you, your loved ones or your business and we can help you decide which ones are right for you.

Estate and Inheritance Tax Planning

Let Meyado guide you through the maze of rules and reliefs that apply when organising how and to whom you will leave your estate. It may be that putting some assets in trust could be relevant to you, or perhaps you could start to make some gifts now which will help restructure your estate in a tax efficient manner.

Trusts

A trust is simply a way to ensure that the right money gets to the right individual at the right time, whether that is during your lifetime or as an inheritance you intend to leave to someone else. The hard part is making sure that you use the right type of trust to ensure this happens as per your intentions so let our experts guide you through the process and the legal forms required.

Please contact one of our advisers for a no-obligation discussion about your specific needs

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Meyado Service

When you become a client of Meyado’s you will receive the best advice available. Before we carry out any work for you, fees and charges will be agreed at the outset. However what really makes Meyado a stand-out company to work with is our on-going service, which can be accessed at two levels without having to move your existing investments. We believe the main reason portfolios under perform is that asset allocations become outdated, so we aim to fix this for you simply, by selecting the service that best suits your needs.

We believe this service offering sets our clients apart from those of other Wealth Management companies and often increases their performance, reduces the on-going management charges and avoids costly and unnecessary discretionary management fees. Our objective is to provide the highest performing investments with the lowest risk at the best cost.

Picasso On-going Service

This is our Flagship offering, which delivers premium service, provides valuable discounts against initial fees and gives a level of asset allocation advice, which is arguably better value than expensive portfolio discretionary management. With this enhanced level of service we will examine your existing portfolio four times a year to keep you in line with the ever changing investment markets.

Picasso will provide you with advice for updates to your asset allocation by secure e-mail, web-cam meetings with your adviser or telephone call. Once you have agreed any changes we will ensure the paperwork is kept as simple as possible to avoid you giving up your valuable time.

In addition to the quarterly reviews you are also able to access your portfolio at any time via your electronic devices and we provide secure communications to allow you to contact your adviser and review your asset performance whenever and wherever it suits you.

Picasso is designed to operate with any financial institution in the world and in any currency. It is completely interchangeable to provide you with the top service available.

Charges

The cost of Picasso is 0.25% per quarter and provides discounts on initial fees of up to 1% depending on the amount of investment in your portfolio. We fully expect to provide our clients with value way beyond this charge.

This charge is subject to a minimum charge of £1,000 per annum.

Rembrandt On-going Service

This is our value offering, which delivers on-going service and provides an annual level of asset allocation advice, to keep you in line with the ever changing investment markets.

Rembrandt will provide you with advice for updates to your asset allocation by secure e-mail, web-cam meetings with your adviser or telephone call. Once you have agreed any changes we will ensure the paperwork is kept as simple as possible to avoid you losing your valuable time.

In addition to the bi-annual reviews you are also able to access your portfolio at any time via your electronic devices and we provide secure communications to allow you to contact your adviser and review your asset performance whenever and wherever it suits you.

Rembrandt is designed to operate with any financial institution in the world and in any currency and is completely interchangeable to provide you with a value package for on-going service.

Charges

The cost of Rembrandt is 0.125% per quarter.

This charge is subject to a minimum charge of £500 per annum.

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You & your business

Your business will benefit from our expert advice in all areas of corporate financial planning.

Corporate Pensions

By law, all employers will have to provide workers with a workplace pension scheme over the next few years. This is called ‘automatic enrolment’. We offer professional guidance in what you need to do to comply with government regulations on when and how much you and your employees will need to contribute. We specialise in working with employers to reduce future liabilities inherent in running final salary pension schemes. Meyado advisers can help to enhance the relationship between employer and employees by facilitating the implementation and communication of employee benefits on offer.

As the director or owner of a business you also have different pension options to consider for you and your fellow directors. Our many years of expertise can assist you to make the right decision towards building a retirement portfolio that suits your individual business requirements.

Commercial Investments & Lending

Whether growing or moving your business you will need a commercial mortgage. But since almost every kind of premises is different, each loan has to be assessed individually and priced according to the risk. Our mortgage specialists can find the right deal for you and your business by accessing the whole market and matching available deals to your specific commercial need.

Please contact one of our advisers for a no-obligation discussion about your specific needs

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International Clients

If you are an international executive, you will benefit from our expert advice.

International Clients

Meyado have been providing investment advice to international executives for over 25 years and as a result we have developed substantial experience when it comes to delivering global wealth management solutions. We have branches in Singapore, Hong Kong and Dubai and we are one of the very few directly regulated advisers to be authorised in London and across the 27 EEA states. Whether you’re coming to, or leaving the UK, our cross-border experience enables us to make the complex simple and provide the best solutions to match your circumstances.

 

Please contact one of our advisers for a no-obligation discussion about your specific needs

Talk To An Adviser
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