Meekins&Company

Wealth Management

Whether our clients are seeking to optimise the wealth they have already accumulated, or save on a regular basis, we offer a wide range of investment services, from simple ISA’s , to tax advantageous trust schemes, VCT’s and EIS.

 

Enterprise Investment schemes (EIS) and Venture Capital Trusts (VCT) invest in assets that are high risk and can be difficult to sell such as shares in unlisted companies. The value of the investment and the income from it can fall as well as rise and investors may not get back what they originally invested, even taking into account the tax benefits.

Tax treatment varies according to individual circumstances and is subject to change

Contact us to talk about wealth planning

Meekins&Company

Other Services we offer

We are passionate believers in the value of life and critical illness insurance. Sadly this is borne out by the claims we administer for our clients all too frequently...

It’s been a long held belief that final salary pension benefits should be retained as a default position and the arguments against transfer have been hard to refute...

Transferring out of a Final Salary scheme is unlikely to be in the best interests of most people.

 

The value ofpensions and the income they produce can fall as well as rise. You may get back less thanyou invested.

We are happy to introduce you to a number of different specialist brokers who provide a bespoke service. We are not looking to compete with the ‘price is...

You are now departing from the regulatory site of Meekins and Company. Neither Blueprint Financial Solutions Limited nor Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are responsible for the accuracy of the information contained within the site and the information and products it contains may not be regulated by the Financial Conduct Authority (FCA)

Family run business since 1963

Meekins & Company is a trading style of Blueprint Financial Solutions Ltd which is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited, which are authorised and regulated by the Financial Conduct Authority.

 

Blueprint Financial Solutions Ltd is registered as a company in England & Wales. Number 5176438. Registered Office: C/O Kingscott Dix (ACCT), Malvern View Business Park, Stella Way, Bishops Cleeve, Cheltenham, Gloucestershire, GL52 7DQ.

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