Financial Services
Myers & Co has earned a reputation for offering sound advice which meets a client's needs, and that is an ethos shared by our financial services company - Myers Asset Management Ltd.
Their highly qualified financial services team provides an integrated approach to assisting clients in a range of related areas.
Myers Asset Management Ltd is headed by Peter Jarvis who has more than 30 years experience in providing financial advice and who is a Chartered Financial Planner, a status only achieved by a select few in the financial services industry
Explained Peter: "The financial services company works closely with Myers & Co's solicitors to help clients reach their financial objectives whatever they may be."
"When undertaking inheritance tax planning for example, the team utilise both their legal and financial expertise to consider pension provisions and investments. We can also provide independent mortgage advice, comparing the market and recommending the best mortgage for your personal circumstances."
Myers Asset Management Ltd's other services include:
- Investment and portfolio management
- Retirement planning
- Tax Planning
- Life Assurance for either business protection or family protection
- Disability insurance
- Mortgage advice
For a free consultation please contact Julie Knight on 01782 557233
Myers Asset Management Ltd is an Appointed Representative of Wealth Management Services Ltd which is authorised and regulated by the Financial Services Authority.