David de Brito

Tel: +44 (0) 1923 725 116

About David

Director

David has worked in the financial services industry for over 30 years in Private Banking, Insurance and the IFA sector. He has built up a wealth of knowledge in dealing with the particular needs of High Net Worth and Ultra High Net Worth clients in both the UK and it’s jurisdictions.

David’s experience covers UK and EU Private Client Wealth Management, Divorce & Family Finance, Retirement Planning, Trusts & Estate Planning.

David is also responsible for advice in relation to Superyacht ownership structures, Fine Art, Asset- backed financing. In this regard, he has also been fully authorised in the conduct of Fiduciary business by the Guernsey Financial Services Commission (GFSC).

He has spent the majority of his professional career in the City of London and other Offshore jurisdictions, in the financial services industry in both Consultancy and Senior Management roles.

 

Direct Dial: +44 (0) 1923 725 116

Mobile: +44 (0) 7900 697 175

Jeremy Goodwin

Tel: +44 (0) 1923 725 127

About Jeremy

Financial Planner

Jeremy has been an IFA for 20 years. He previously worked with a top 50 UK accountancy firm within their financial planning arm. Prior to that he worked in personal tax and accountancy advisory roles. 

Jeremy’s past experience means he is used to working closely with other professionals for mutual clients. He specialises in Retirement and Tax planning particularly with inheritance tax . His niche areas have been working with clients who are approaching or attaining retirement and looking after the needs of elderly clients with the significant changes they face .

 

Direct Dial: +44 (0) 1923 725 127

Mobile: +44 (0) 7827 998 434

Kym Grant

Tel: +44 (0) 1923 725 120

About Kym

Practice Manager
Kym’s career started in 1990 with a large regional IFA as the Administration Manager where she was responsible for all aspects of the administration team and back office systems, which were located across the South West.

Her expertise lies in her ability to multi-task whilst running a successful, pro-active team. Kym has been instrumental in developing, designing and implementing the client services systems which serve the many and varied needs of our clients.

Want to know more?

Call us on 01923 725 129 or email: clientservices@meridianc.com

Address: 24 Church Street, Rickmansworth, Hertfordshire, WD3 1DD