After 3 years of research, Merideon Wealth Strategies has decided to change our licensee and join the Infocus Group. We chose Infocus because they are built and run by Advisers who have very similar values and culture to Merideon. They understand our clients’ needs and are focused on helping us to provide the best possible advice and service to you.
The official change will occur on the 26th February, but we wanted to let you know the exciting news before then and ask your patience as we implement some exciting new software and processes.
From your point of view, there is nothing to do, it is business as usual but hopefully, you will start seeing the benefits over the coming months.
To be able to complete the training and software changeover, we will be closing our office during the week of the 19th – 23rd February. We will still be available if needed during breaks and the start and end of each day if you have anything urgent.
As part of the requirements of our outgoing licensee Charter, we are required to provide some disclosures to you regarding the process and that your information will now be handled under Infocus’ Privacy Policy. Please click here for more details and if you have any questions please speak to your Adviser.
For all our clients with ongoing service packages, your next review meeting will be scheduled when it falls due, however, for those without a regular review service we encourage you to contact us to book a review of your situation to ensure your finances are optimised for your changing life.
We are looking forward to this next stage of our journey and hope that the hard work of changing over reaps great rewards which we can pass on to you in better service and affordable, long-term financial advice.