Meridian Planner Group
Financial planning consultancy website for US-based wealth management firm.
The challenge
Meridian Planner Group serves the US wealth management market and needed a website that met the high presentation standards expected by affluent clients. Regulatory compliance considerations in US financial services meant the site needed careful structuring of claims and disclaimers alongside strong service communication.
Our solution
We designed an authoritative WordPress website appropriate for the US wealth management sector. Service pages cover retirement planning, investment strategy and estate planning with appropriate depth. Regulatory disclosures are integrated naturally without disrupting the user experience. The overall aesthetic is polished and inspires the confidence essential in financial services.
Results