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Home › Financial Planners › Daniel Meredith

Based at

Amber River Midlands

Position

Independent Financial Planner

Serving clients in

Midlands

Daniel Meredith

Independent Financial Planner

Daniel qualified as a Financial Adviser in May 2025. He began his career with Amber River Midlands as an administrator in September 2023, shortly after graduating from Cardiff University with a degree in Politics and International Relations.

Daniel's key areas of expertise include retirement planning, investments, and inheritance tax mitigation. He attributes the experience he gained as an administrator, combined with the guidance of more experienced colleagues, as being crucial to shaping his approach as an adviser.

Daniel is passionate about helping clients achieve their financial goals and believes that building trust and strong relationships is at the heart of great advice.

Outside of work he is a keen cricketer, and plays for Barnt Green in the Birmingham & District Premier League.

Expertise in

Talk to Daniel, call Amber River today

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Talk to Daniel, call Amber River today

Get in touch

Articles related to Daniel and his team

Find out more about Daniel and the Amber River Midlands team

Our Amber River Midlands team includes Chartered Financial Planners who look after clients across the Midlands, and beyond. We welcomed them to the Amber River Group in March 2021.

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