Wealth protection for individuals
Myers & Co Solicitors 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
Peter explained “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; and
- Mortgage advice.
For a free consultation please contact Julie Knight on 01782 557233
Myers Asset Management is an Appointed Representative of PHM Wealth Management Services LLP which is authorised and regulated by the Financial Conduct Authority. PHM Wealth Management Services is entered in the FCA Register under number 579336 which can be found at www.register.fca.org.uk
PHM Wealth Management and Myers Asset Management are registered in England & Wales, the respective registration numbers are OC372382 and 04345900. Both have the registered office address of Charlotte House, 536 Etruria Road, Basford, Newcastle-under-Lyme, Staffordshire ST5 0SX.
Please note that the information contained within this site is subject to the UK regulatory regime and is only aimed at clients based in the UK.
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