Support
Frequently Asked Questions
Answers to common questions about how Meridwell Advisors works, who it is designed for, and what to expect when you request access. If you can't find what you're looking for, our contact page is the best place to reach us.
What does Meridwell Advisors actually do?
Meridwell Advisors combines AI-driven data analysis with decision-optimisation tools to support long-term family wealth planning. We help households organise financial information, model different scenarios, and understand the trade-offs behind major planning decisions, rather than issuing one-size-fits-all recommendations.
Who is this service designed for?
Meridwell Advisors is built for individuals and families who want a clearer, more structured view of their long-term financial position. It is most useful for people who are already thinking about planning horizons of several years or more and want better tools to organise that thinking.
Is Meridwell Advisors a substitute for a financial adviser?
No. Meridwell Advisors is an analysis and planning support tool, not a substitute for regulated financial, tax, or legal advice. We encourage anyone making significant financial decisions to consult an appropriately qualified professional alongside using our platform.
How do I get access to the platform?
Access currently works through a request process. You submit a request via the form linked from our homepage or contact page, and our team follows up with next steps once your request has been reviewed.
What information do I need to provide to get started?
The specific information required depends on the scope of planning you want to undertake. Generally, a clearer picture of your goals, time horizon, and existing financial structure allows the analysis to be more useful, but you are not required to share more detail than you are comfortable with at each stage.
How is my data handled?
We take data handling seriously and outline our approach in detail in our Privacy Policy. We recommend reading that page for specifics on collection, storage, and use of information before submitting any personal details.
Does Meridwell Advisors guarantee specific financial outcomes?
No. Meridwell Advisors provides analysis, modelling, and decision-support tools intended to improve the quality of information available for planning. It does not guarantee investment performance, tax outcomes, or any other specific financial result.
Can Meridwell Advisors be used for business or only personal planning?
Our current focus is on long-term family wealth planning. If your enquiry involves a business or more complex structure, we recommend reaching out through our contact page so we can discuss whether our current tools are a good fit.
How often is the underlying analysis updated?
We review our methodology and underlying assumptions on an ongoing basis as part of normal service operation. Specific update cycles are not published, as they depend on the nature of the data and models involved.
Is there a cost to requesting access?
Pricing details are discussed directly as part of the access request process, since they depend on the scope of planning involved. There is no obligation created simply by submitting an initial enquiry.
What happens after I submit a request?
Once a request is submitted, our team reviews the information provided and follows up to discuss suitability and next steps. Response times can vary, so please allow some time after submission before following up.
Who can I contact with further questions?
For anything not covered here, please visit our Contact page, where you can find the appropriate way to reach our team directly.