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MELIORA WEALTH MANAGEMENT: CREATING OPPORTUNITY AND UNDERSTANDING 

Meliora- to improve, make better

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OUR STORY

Meliora Wealth Management was founded in 2022 with the Managing Director having worked in the industry providing trusted financial advice for a number of years.

 

It has since developed into a business that not only provides financial advice to individuals, families and businesses as well as offering financial wellbeing sessions to workplaces.

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We believe everyone deserves to understand their finances and the options available to them so that they can have confidence in their decisions and confidence in their planning.

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OUR BELIEF'S

Client 5

TO EDUCATE

Collaboration Done Well

Everyone deserves to understand their finances and should have the chance to to learn. It isn't something that is taught in schools which is why we have launched our Financial Education and Wellbeing programmes. These are something we offer to schools, both primary and secondary as well as to workplaces so that everyone, no matter what stage they are at in their life has a chance to learn.

Client 6

TO ENABLE

A Terrific Partnership

When we first met the founders of Axes, we knew we had discovered something really special. Since we made our first investment, other firms have also seen the potential and Axes looks set to make a huge impact in the industry.

Client 4

TO IMPROVE

Mutual Vision

Volve was one of the first companies we invested in, and their founding team was a big factor in our decision. Their huge success proved that our early-stage decision to invest in them was the right one.

Accountant at Work

SATISFACTION GUARANTEED

Outstanding Quality

This is your Feature description. Write a short blurb explaining what the feature is and why it matters for visitors, customers or clients. Don’t be afraid to toot your own horn! Take this opportunity to emphasize the important benefits or key advantages.

Meliora Wealth Management Lts is an Appointed Representative of and represents only St James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services. More details of which are set out on the group's website www.sjp.co.uk/products. The St James's Place Partnership and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St James's Place representatives.

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©2023 by Meliora Wealth Management

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