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  • Welcome to Mereo Wealth
  • About us
  • Our Services
    • Banking
    • Wealth Planning
    • Lifestyle Consultancy
    • Insurance
  • Premier
    • Asset Protection
    • Estate Planning
    • Privacy Protection
    • Tax Optimization
  • News
  • Contact Us

Lifestyle Consultancy

Mereo Wealth’s lifestyle consultancy is a specialized service tailored to our clients’ unique needs and objectives. We work closely with our clients to understand their goals, preferences, and challenges, offering recommendations and strategies to help them achieve a more balanced and fulfilling lifestyle.

We aim to save our clients’ time and reduce the stress associated with managing day-to-day responsibilities, enabling them to focus on their core priorities. These services are highly personalized and can be used on an ad-hoc basis or through ongoing subscriptions, depending on the client's needs.

Our ultimate goal is to provide convenience, timesaving, and peace of mind to our clients by handling various tasks and responsibilities on their behalf. Some key aspects of our lifestyle consultancy include:
• Financial and Administrative support, such as bill payment, budgeting assistance, and document organization
• Project Management including property management, payments related to your properties, preparing and signing tenancy agreements
• Personal Assistance
• Travel Services

Certified Investment Advisor UK and Greece

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16 Grigoriou Lampraki, 16674 Glyfada, Athens Greece

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