Myers Financial Management...... independent
financial advice, for mortgages, investing, borrowing, planning for retirement, an
independent financial adviser, Sheringham, Norfolk, UK |
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When seeking Financial Advice, it is important to know who
you are dealing with. It is our belief that everybody needs and deserves independent
financial advice, whether they are Investing, Borrowing, or Planning for Retirement.
The objective of our business is to provide high quality advice, in a personable
way to those who reside in North Norfolk. Myers Financial Management is owned and run
exclusively by the Myers Family. The Principal, Paul Myers has spent his entire
career (23 years) in Financial Services, the last ten years as an independent financial
adviser. A holder of both the Financial Planning Certificate, the Advanced Financial
Planning Certificate, as well as specialist qualifications in pensions and mortgages, Paul
is committed to continuous professional development. |
Mortgages
Whether you are looking to move, remortgage your existing property, buy an investment
property, or release equity, Myers Financial Management will be able to help. Pensions
Whether you wish to plan for retirement, or have reached retirement age and want to know
your options, you have come to the right place. In addition to advising you on the
most appropriate strategy and setting up a new plan if necessary, we are able to review
any existing planning that you may have made.
Investments
We offer a comprehensive service which includes establishing a suitable investment
strategy, setting up any necessary plans and undertaking a formal review procedure.
In addition to the above we are happy to review any existing plans you may have in
force.
The Complete Service
Whether you are looking for mortgage, pension, or investment advice, or simply want a
review of your current planning - the process we adopt is the same. The process
comprises of four stages:
Initial discussion of you current planning and objectives
Independent Research
Recommendation & Report
Ongoing Review of Planning
If you would like more information, please visit our web site of contact us by
telephone, email or in writing to the address below. |
Tall Trees, 58 Holway Road, Sheringham, Norfolk,
NR26 8HR
Authorised and Regulated by the Financial Services Authority.
Reference no. 432055. Principal - Paul Myers |
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