Financial Advisers
in Dawlish

Independent Financial Advisors specialising in Inheritance Tax planning, Investment planning and pre and post Retirement planning. Services are primarily aimed at investors with over £20,000 to invest or already invested in ISAs, pensions, or investment accounts.

At Myers Financial Consultancy we provide straightforward advice on your financial arrangements. Our services range from offering basic advice on simple matters, through to detailed reports and recommendations on more complex or specialist financial planning. Our service to you will be tailored to meet your specific requirements.

Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.

The reason for this is simply that your situation will change on numerous occasions through life, sometimes planned, sometimes not. And when it does you need to be able to adapt your financial affairs to suit, whether this involves your investments, retirement provision, protecting loved ones, protecting your income or just rearranging your mortgage or house insurance to a better deal.

Personal finance can be a bit of a maze with so many companies and products out there it can be a real challenge to know what to do for the best. That's why it pays to take advice about planning and managing your finances, whether you are looking forward to retirement, looking for a mortgage or figuring out where best to invest your money.

Our firm offers a comprehensive, lifestyle financial planning service. Our primary goal is to help you achieve the lifestyle you have always wanted, without the fear of running out of money, whatever happens.

As independent financial planners we believe in the value of personalised financial planning, backed by tactical and tailored financial advice. We achieve this by focusing unconditionally on you as our client and by delivering an outstanding journey and experience for you and all those that matter most to you.

Richmond Independent is a long established, independent financial advice practice which has been providing advice on retirement planning, investments, savings and Inheritance tax planning for over 28 years in East Devon. Our clients receive personal attention and in-depth advice tailored to their own, individual needs.