About
Established in 1999, Meridian Financial Planning offer tailored services across mortgage, protection, pension and investment and will services.
Tailored Solutions
The Meridian Financial Planning team
Our aim is to provide clients with a tailored solution to all aspects of their financial needs. We recognise that the complexity of each area of finance requires a specialist in that area and not a Jack of all trades.
For this reason we introduce our clients to individual Mortgage, Protection, Pension and Investment, and Will writing specialists who are all focused on their individual area of expertise.
We never advertise as our clients come to us by way of recommendation from their family/colleagues/friends etc. Our clients then tend to come back to us time and again as they require help and advice in the future.
Meet the Team
David Leggatt
I started in the Industry in the mid Nineties working with expatriates in Hong Kong providing advice on all aspects of their financial situation. Meridian Financial Planning was formed in 1999 and since then I have witnessed a number of key changes within the Industry. These changes meant that I decided to specialise in advising my clients in regard to their mortgage requirements, and, to provide them with access to financial experts for all other areas of need.
When I am not working I spend a lot of time reading, watching football and playing golf. I am married to Denise and we have 3 children Ricki, Daniel and Chloe and Ozzie, our dog.
Gaynor Pegg
I’m a married mum of 2 boys who both excel in football. Our social lives mainly revolve around football and I wouldn’t have it any other way. I love music, socialising and having fun, my motto “Live, Laugh, Love”. I have 35 + years experience in Financial Services. The past 15 years I have provided administrative support to Financial Advisers, electronic record keeping and upkeep of Company Databases.
Prior to this I was employed in a management role in the world of payroll, beginning my working life as a clerk and climbing the ladder to Manager. I love a challenge, enjoy my job and love my life.
Janet Martinez
My role with Meridian Financial Planning is Mortgage Completions Manager, which basically means that I oversee your mortgage from application to completion stage. That involves contacting the Lenders, Law firms & Clients.
I started working with Meridian Financial Planning back in 2016 & feel privileged to be part of an experienced Team.
My hobbies (when I get time) involve going to the gym, socialising with my friends, spending time with my grandchildren & of course going on holiday.
Phillip Lee
I have been in Financial Services as a Financial Adviser for 30 years. I specialise in the protection of our clients which includes Life Insurance, Will Writing & Estate Planning. It is very important to me to provide sound financial advice to all my clients. I take pride in my work helping clients achieve their own personal financial goals particularly succession planning, protecting assets for future generations.
I’m married, and have three daughters. My family are very close. They are a very important part of my life. I love sport but only manage to play golf well. I find it very relaxing.
Talk to our advisers
PO Box 17324
Tamworth
Staffordshire
B77 5WD
01827 259658
[email protected]