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.
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
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
Implementation of plans
We cover Norfolk, Suffolk, Cambridgeshire and Bedfordshire although we also have private clients in Buckinghamshire, Hertfordshire and London.
Attention to detail
A personal approach tailored to the individual
Ongoing service including regular reviews
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provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries. To check that an adviser is regulated, you can contact the relevant regulatory or professional body.