Myriad Financial Planning Ltd

Independent Financial Adviser  35 Larches Lane, Wolverhampton, Wolverhampton, WV3 9PX
First meeting at adviser's own cost
Lets have a cup of tea and discuss what is important to you and you family and finding the best way of achieving that. Obviously in the current climate this will have to be over the telephone or video call on Zooms or Teams.
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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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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Unit trusts
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Lump sum
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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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Corporate pension
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group income protection
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Group life insurance
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Group risk
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 29th March 2021
Meet our advisers
MR David davies

This examination assesses a knowledge and understanding of the Government’s simplified pension taxation regime which came into full effect on 6 April 2006 (A-Day). Eight tax regimes for pensions were reduced to one, radically affecting planning and transactions.

This examination assesses the candidate to develop in depth financial planning skills related to personal and corporate pensions.

This examination assesses an understanding of group risks, including the operations of such schemes and their features and taxation.

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

This examination assessed the knowledge and understanding of economic factors that affect risk from different investments, product features and regulatory framework of retail investments, taxation liabilities and portfolio planning.

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.

About us

We offer advice across the range of retirement and pensions issues right the way up to care fees planning and mitigating Inheritance Tax.

Our services

Listen to you and devise a plan that fits you not fit you into our plan.

Where to find us
Head office address: 35 Larches Lane, Wolverhampton, Wolverhampton, WV3 9PX
Service coverage
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 29th March 2021

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