Myers Davison Ginger Ltd

Independent Financial Adviser  24 The Finches, Hertford, Herts, SG13 7TB
First meeting at adviser's own cost
Looking to build long term mutually beneficial relationships where satisfied clients are proud to give referrals.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Response rating
9.3/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Frank Smith
IFA

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification helps advisers develop and demonstrate their financial planning capabilities. 

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of recent pension reforms and how the changes impact at-retirement advice.

This exam accesses understanding of the financial services and their regulation.

This exam accesses understanding of protection, savings and investment products.

This exam accesses understanding of identifying and satisfying client needs.

This qualification accesses the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits

What our clients say
I have known Frank personally for over 30 years. Frank and MDG have been looking after my financial requirements for approximately 10 years. Over this time I have had great service with the assistance of second to none back office support and IT software. Today the emphasis is on regular reviews where any alterations to my circumstances, thoughts and aspirations are carefully documented. We then evaluate my current financial situation and longer lifetime planning to see if my goals are achievable. This is aided by excellent I.T graphic planning tools. From a personal point of view I find the MDG Portal invaluable as it allows me to see ALL of my financial holdings and expenditure regardless of where they are held and is updated daily. My Bank offers an inferior service only applicable to items held with them. Frank and MDG recognise where my interests could benefit from outside specialists such as a Discretionary Fund Manager. They give me access to a practically unlimited range of investments and my holdings reflect my attitude to risk and are proactively adjusted as and when they see fit. I would have no hesitation in recommending Frank and MDG to anyone in need of Independent Financial Advice.
Phil, Herts
Frank has advised my wife and I for over 20 years on all areas of financial planning including investments, retirement planning, mortgages and protection. Our annual review is now more geared to holistic financial planning and establishing if our long term goals can be met. I would thoroughly recommend anyone to use his services.
Eamon, Herts
I cannot fault Frank Smith He has been a constant support over many years. His advice has always been of the highest quality which is of course most important however his easy going and friendly style and ready availability are a real bonus. Importantly I have never felt pressurised into following his advice but by so doing I have reaped the benefits The fact that I have retained his services for many many years probably says more than I could detail here I would have no hesitation in recommending him and indeed have done so on numerous occasions
Peter Harris, Surrey
About us

Myers Davison Ginger Ltd are Chartered Financial Planners. Chartered status is only awarded to firms which meet rigorous criteria relating to professionalism and capability. All chartered firms commit to the Chartered Insurance Institutes code of ethics & conduct reinforcing the highest standards of professional practice in their business dealings.

The firm is directly regulated by the Financial Conduct Authority and we work only for our clients on their behalf, we provide truly independent advice from the whole market with no restrictions.

All advisers and staff work within centrally managed processes to ensure advice and service standards are always maintained at the highest level. We understand, and never forget though, that our business is about people, this is why the working relationship between you and your adviser is so important.

Our services

Listening to you and your situation to fully understand your objectives before offering advice and tailored solutions via state of the art software that creates very clear and easy to understand graphics.

This software illustrates where you are now and how your financial future is likely to evolve. The software is called Life Time Cash Flow Planning. It can also quickly and easily show you how your financial situation is affected when you ask a 'what if' question and demonstrates if it is possible.

Regular reviews and updates as well as ad hoc contact if appropriate.

Where to find us
Head office address: 24 The Finches, Hertford, Herts, SG13 7TB
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.3/10
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FCA authorised
Last authorised 26th July 2021

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