Merit Financial Services Limited is run by Malcolm Steevens with 30 years’ experience of advising individual and corporate clients on most aspects of financial planning and holds the Diploma of the Personal Finance Society, part of the Chartered Insurance Institute.
We can either see our clients in their own homes or place of work, or our office in Weymouth, whichever is most convenient. Seeing clients at home has historically been seen as a great benefit, as it provides for a more relaxing environment and one where all the necessary information required for the advice process can be easily found.
We believe in looking at each client as an individual, not trying to squeeze everyone into one mould.
