The BEST in WORLD Markets

We believe in the benefits of high quality accurately focused investment management going beyond financial returns.

 

Building the right client/customer relationship
is a requirement too.

Explore our range of investment management services to find which is right for you.

One Company. One Philosophy. Great Results.

Roman Merenda have been providing high quality financial and investment advice to our clients across the UK for over 40 years.

We are dedicated to providing the best possible solutions with the least possible risk.

Together we are a team of highly committed professional advisers and investors who are passionate about how we help, communicate and provide our clients with current, relevant and insightful advice.

Our experiences have given us an incredible insight into our clients goals in life, and we always aim to bring more to our client relationships than purely the financial benefits of planning.

Integrity and trust are at the heart of our business and we are proud, even as a privately owned business, to be recognised as one of the leading financial planners in the UK by our peers.

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Are Roman Merenda right for you?

We work closely with you to understand your ambitions, your concerns and your attitude to risk to deliver a joined-up, holistic financial plan.

Peace of mind. Delivered.

We carefully analyze your prospective plans to ensure we provide solutions that work as your priorities change over the years and you go through different life events. By developing an intimate understanding of your finances and your approach to life, we aim to become your trusted adviser.

Personal financial planning.

Delivering an effective financial plan relies on being built upon close analysis of your entire financial position, requirements, prospects and objectives. Our service is personal because we recognise that everyone’s circumstances are different.

Our financial planning service can help with;

•  Pensions and retirement planning

•  ​Inheritance tax planning

•  Tax efficient savings

•  Planning for long-term care

•  Wealth Protection

•  Life events like divorce or bereavement

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We can help you in a range of areas including;

Expert management of your investments


Tax-efficient saving and investing


SIPPs


Inheritance tax planning


Wealth protection


Pensions and retirement  planning


Long-term care planning

 

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Roman Merenda Wealth Management

We work closely with you to understand your ambitions, your concerns and your attitude to risk to deliver a joined-up, wealth management solution.

A long term view 

We will build you a personalized plan,
but it doesn’t end there. We look objectively at your plans, applying a long-term view to provide a solution that works for you as priorities change over the years.

Genuine, personal service 

Unlike other Wealth Management companies, we don’t use relationship managers. You will have a dedicated Financial Planner and an Investment Manager who will work in partnership to build a plan that’s right for you.

Support at every life-stage 

Our wide range of services and expertise, mean that we can help at every life-stage, from lifestyle protection or tax-efficient savings, right through to planning for retirement.

A solution delivered with       confidence

When building a Wealth Management solution, we don’t cut corners. We spend time getting to know you and your individual requirements, attitude to risk and objectives so that the solution we provide is delivered with confidence.

Expert support you can depend on

By taking advantage of the financial expertise and investment insights of a leading Wealth Manager, you can feel confident that your financial future is in safe hands.

Accessible wherever, whenever

With our online client portal, you can enjoy 24/7 access to view your investments, pay funds into your account and message us in a secure environment.

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Your investment manager can make investment decisions on your behalf

Investors should be aware that past performance is not a reliable indicator of future results and that the price of shares and other investments, and the income derived from them, may fall as well as rise and the amount realised may be less than the original sum invested.

Registered Address

40 REGENT STREET 
NOTTINGHAM 
ENGLAND 
NG17 2EH

Tel: 0800 802 1949

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More Information

Roman Merenda are authorised and regulated by the Financial Conduct Authority and is a member of the London Stock Exchange.

FCA Authorisation No.  437420

©2018 Roman Merenda.    Reg. Company No. 10745516

All rights reserved.