We take a bird’s eye view of your finances
We do this through face to face meetings, where we have a chat about you and what you would like to achieve. Together we fill in a fact find which analyses your current situation and tells us in what areas we could be of help.
We look for the best solutions for you
Based on the first meeting and a completed fact find, we will research and come up with a recommendation. We are a fully independent firm, this means we can choose from a large portfolio of solutions that are exclusive to Meyado.
We present our recommendation
We will go into every detail of the products we recommend. We fill you in on all the advantages and disadvantages of each product, including all fee’s. We are licensed and regulated by the FCA in the UK and the MAS in Singapore, the only one of its kind in the Philippines. You can rest assure that we keep you fully informed and provide complete transparency.
We sort out the paperwork
Before we submit your application forms to the providers, we make sure you are fully informed on everything you are signing and we will keep you posted on each step of the application process till its completion.
We are in it for the long run
We pride ourselves in building and maintaining relationships. We make sure that we keep you up to date by having regular reviews. This allows us to stay on top of your current situation and keep you on track to achieve your goals.
Drop us an email if you want to talk more, [email protected]