Myers Financial Management

Independent Financial Adviser  Tall Trees, White British, NR26 8HR
First meeting at adviser's own cost
We pride ourselves on a personal and friendly, yet professional service.
We can advise you on
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Annuity purchase
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Auto enrolment
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Defined benefit
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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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Equity release
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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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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Long term care
Response rating
10/10
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FCA authorised
Last authorised 25th October 2021
Meet our advisers
MR Paul Myers FPFS Cert SMP
Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

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

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, long term care insurance products and the giving of long term care insurance advice.

This qualification enables professional advisers to develop specialist planning capabilities, covers topics like: personal tax and trust, business financial, pension and investment planning.

This qualification assesses a knowledge and understanding of key elements of the mortgage process, specialist types of mortgage lending, challenges in the mortgage industry and the giving of mortgage advice.

Accreditations
Chartered financial planner - individual adviser accreditation
About us

Myers Financial Management is an independent firm specialising in advising later life clients.
For those approaching or already in retirement we offer four key services
Pension Advice
Investment Management
Releasing Equity from your Property
Inheritance Tax Planning
We also give advice on funding care costs
We are members of the Personal Finance Society, The Society of Mortgage Professionals, the Equity Release Council and the Later Life Academy.
All our advice is given face to face usually at your home or our office.
In the current environment we also offer telephone and video meetings.
Our research facilities are second to none.
Our process includes
Introductory meeting
Planning Meeting
Research
Recommendation Meeting
Implementation of plans
Ongoing reviews
We cover Norfolk, Suffolk, Cambridgeshire and Bedfordshire although we also have private clients in Buckinghamshire, Hertfordshire and London.

Our services

Attention to detail
A personal approach tailored to the individual
Ongoing service including regular reviews

Where to find us
Head office address: Tall Trees, 58 Holway Road, Sheringham, White British, NR26 8HR
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
10/10
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FCA authorised
Last authorised 25th October 2021

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