We provide straightforward advice on your financial arrangements. Our services range from offering basic advice on simple matters, through to detailed reports and recommendations on more complex or specialist financial planning. Our service to you will…
Myers Financial Consultancy provides financial planning and advice ranging from straightforward guidance on simple matters through to detailed reports on complex financial planning, investment management and pension arrangements. The business serves business owners and affluent individuals across South West England. Referral partners naturally include solicitors handling estate planning and legal matters, tax accountants managing complex tax affairs, mortgage advisers arranging property finance, and insurance specialists providing protection products. A referral to Myers Financial Consultancy makes sense when an individual or business owner requires comprehensive financial planning, has accumulated significant wealth requiring strategic management, or needs pension planning alongside investment advice. The service suits clients wanting to coordinate their financial affairs and implement a structured approach to wealth management.