February 17, 2026/
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MERIDIAN WEALTH OFFICE
Global Wealth Solutions for Global Citizens
Customised financial planning and investing for expats, internationally mobile professionals, and global families—built to be clear, structured, and easy to manage from anywhere.
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Financial Solutions for Your Life and Legacy
Simple strategy for global lives
Smart Planning
Global Strategy
Clear Fees
Trusted Advice
Long-Term Focus
Easy Process
At Meridian Wealth Office, we help you bring clarity and structure to your finances—no matter where life takes you. Our calm, strategy-first approach ensures your wealth plan is compliant, flexible, and built around your long-term goals, with transparent fees and clear next steps.
Servicing clients around the world
Multi-currency planning (GBP, USD, EUR and more)
Structured, long-term wealth strategies
Ongoing reviews and portfolio oversight
What We Do
We help you grow, protect, access, and plan the legacy of your wealth through a disciplined strategy tailored to your goals, timeline, and risk profile. Whether you’re saving for retirement, children’s education, property, or future milestones, we create a plan that fits your lifestyle and scales as your circumstances change.
Core Focus Areas
Retirement Planning
Build a retirement plan that works wherever you live. We help you define clear targets, set a realistic contribution strategy, and align investments to your time horizon and risk profile. Your plan is reviewed regularly so it stays on track through market cycles and life changes—helping you build long-term financial independence with clarity and structure.
Children’s Education Planning
Create a dedicated education strategy instead of relying on ad-hoc saving. We design a timeline-based plan aligned to your child’s milestones, expected costs, and (where appropriate) the currency you expect to pay fees in. As the goal date approaches, the strategy can be adjusted to reduce risk and increase certainty.
Wealth Protection & Structure
Protecting wealth is as important as growing it. We help you build resilient structures using sensible diversification, liquidity planning, and clear documentation—prioritising a strategy that remains practical, compliant, and suitable for your circumstances. The goal is to reduce concentration risk and strengthen long-term stability.
Portfolio Management
A portfolio should be aligned, monitored, and adjusted—not left unchecked. We support clients with professionally managed portfolios designed around objectives, time horizon, and risk profile. With ongoing oversight, rebalancing, and structured reviews, the focus is disciplined decision-making, diversification, and long-term consistency.
Global Portability
If your life is international, your strategy must be portable. We help globally mobile clients structure plans that stay workable across borders and currencies, with remote-friendly onboarding and ongoing reviews. As residency, income, or location changes, the plan can adapt—so you maintain continuity and clarity wherever you are.
Legacy Considerations
Legacy is about passing on outcomes, not just assets. We help you plan how wealth may be preserved, accessed, and transferred over time, including beneficiary planning and succession considerations. In certain circumstances, solutions can be wrapped into appropriate trust structures—subject to suitability and professional advice.
How It Works
Discover – Understand goals, current position, timeline, and preferences.
Design – Build your tailored plan and recommended structure.
Implement – Support onboarding and set up the solution correctly.
Review – Ongoing reviews to keep you aligned as life and markets evolve.
What we do
We deliver structured wealth planning and ongoing portfolio management to help clients achieve long-term financial confidence and stability.
1. Portable Wealth Plan
Create a flexible wealth plan that adapts seamlessly across countries, currencies, and life stages.
2. Diagnose & map plan
Assess your financial position and map a clear strategy aligned with your goals and risk profile.
3. Build structure & investment policy
Design a strong financial structure with a defined investment policy for long-term stability and growth.
4. Implement + review cadence
Put the strategy into action and maintain regular reviews to keep your portfolio on track.
Getting Started — Chat with an Expert
Start with a free, confidential, no-obligation consultation.
If you’re not sure where to begin, this is the simplest first step. In one focused conversation, we’ll clarify your goals, understand your current position, and map out a practical route forward—built around your lifestyle, timeline, and risk comfort.
Testimonials
Client Experiences
Richard Nash
Raj has provided me with sound, impartial financial advice that has helped both grow my wealth and educate me about the best practices to keep my finances in good health. 100% highly recommended.
Ilai A. Magun Knupfelmacher
I've been working with Raj for a great number of years. He has given me great advise which has manifested in growth of my retirement fund.
Toby James Dawson
I highly recommend Raj Sharma as a financial consultant. His expertise in finance, investments, clear communication, and commitment to personalized solutions make him exceptional. Raj is not only knowledgeable but also reliable and ethical. He consistently goes above and beyond to help his clients achieve their financial goals, exceeding expectations at every turn. I have no doubt he will continue to excel in his career and have no hesitation in recommending him and his services to anyone seeking expert guidance and exceptional results in achieving their financial goals.
Ammal De Paul Bulhosen
Raj has been my advisor for 5 years and he is always in contact and keeping track of my status. Whenever I have some new requirements or questions, he is always ready to answer and support with my investments. After some previous bad experiences I was so glad to find an advisor like Raj who understands my expat lifestyle and options. I am pleased that with his guidance I feel way more financially secure and in control.
Joakim Emnevik
Raj has been my financial advisor and friend for over 15 years. During this time, his has been very professional, always caring and being aware of his clients. Raj has always been in contact, either by sending relevant information from the markets I have interest, or by sending personal messages to stay in touch, he has always been around. He made me feel secure and aware of my investments. I fully recommend Raj as a financial professional.
Manuel Diaz Mercado Martinez
Raj, es un excelente asesor financiero, el servicio, profesionalismo, ética y sobre todo su conocimiento lo vuelven la mejor opción.
Sergio C
Through Raj’s commitment and expertise he has made a step change in my investing portfolio performance. Looking forward to continue receiving his support
Jorge Llaguno Sañudo
Raj is a dedicated, well-focused international consultant. He shows genuine interest for his clients, knows how to teach them to keep track of the portfolio and gives confidence to invest and to save.
Jorge Boldrini
Raj has been helping me to maximize my investment returns during the last 7 years. He has access to first line global and traditional institutions while at the same time he constantly searches for innovative and non-traditional type of investments (i.e.: non market-correlated investments). I strongly recommend him.
David Fuentes
Raj es un excelente asesor de inversiones. Con una gran actitud de servicio y siempre buscando ayudar y obtener el mejor beneficio para sus clientes. Raj is an excellent investment adviser. He’s a great service attitude and always looking to help and get the best benefit for his customers.
Ricardo Noriega
I've been working with Raj many years and he is always available, responsive to my needs and knowledgeable of the enviroment. I recommend him as a great financial advisor.
David Roldan
Global context savvy, Raj is a well informed and insightful financial advisor. He has led a good strategy on my financial portfolio with clear objectives and interesting paths to follow growth goals. No matter if you are a novice or experienced investor, I´m sure you can find good ideas and great service on Raj´s advice.
Alfonso Gutiérrez Espinoza
Raj is fantastic. Very dedicated. Detailed and interested in providing advise. Raj has followed through on all of my requests through the almost 20 years we've worked together.
Norma Patricia Berthely Garcia
Raj es un excelente asesor financiero. Siempre ha estado al pendiente de mi portafolio y buscado las mejores opciones para mi. Además siempre ha estado disponible cuando le he solicitado algún apoyo o aclaración, siempre dando muy buenos resultados.
What does Meridian Wealth Office do?
We provide internationally focused, tax-efficient planning and investment solutions designed to help clients grow, protect, access and pass on wealth—often across multiple countries and currencies. Solutions are typically implemented via regulated financial institutions and platforms, including (where suitable) offshore bonds.
Who do you work with?
We accept applications from private individuals and corporate entities, subject to eligibility, due diligence (KYC/AML), and suitability.
Is there a minimum investment?
Minimums vary by provider, jurisdiction, and solution type. We’ll outline realistic starting points during a confidential call once we understand your objectives and circumstances.
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