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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.
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.
The purpose of this website is to introduce you to Sue Rose who set up Rose IFA Ltd and to provide you with an idea of how the company can help you achieve your financial goals.
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.
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.
We are Independent Financial Advisers based in Ottery St Mary. We work with clients throughout Devon, helping them to achieve their life goals through sound financial planning.
