Merino Wealth Management Limited is a firm of independent financial advisers based in London. The company focuses on providing holistic, long-term financial planning solutions tailored to individual client needs, including investment management, retirement planning, and wealth protection. Their mission is to build lasting client relationships based on trust and transparent, professional advice to help clients achieve their financial goals. The firm is an Appointed Representative of ValidPath Limited, which is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

United States