Company Information

Get to know Meritum Wealth Management

Meritum Wealth Management is an independent financial advice firm based in Manchester, UK. The company offers a comprehensive suite of financial planning services tailored to individuals, families, businesses, and trustees. Their core mission is to provide high-quality, impartial advice to help clients achieve their financial goals. Services include retirement planning, investment management, estate and inheritance tax planning, and protection. Being independent allows them to recommend suitable financial products from the whole of the market, ensuring their advice is centered on the client's best interests.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Meritum Wealth Management

United States

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.