The Financial Services Guide (FSG) is an important document that details the financial planning services we as a company and each of our advisers are licensed to provide as well as giving general disclosure on remuneration and fees. More detailed disclosure of the actual fees, charges or commissions, specific to actual advice is included in each Financial Plan prepared.

The FSG is a two part document, part relates to the relationship between the Charter Financial Planning and Merideon Wealth Strategies while part gives specific details on your Advisers. It is a requirement of our license that an updated FSG be provided before any advice is given.

Download a copy of Merideon’s latest Financial Services Guide