Financial Advisers
in Paignton

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.

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.

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.

We have a clear approach to financial planning; we listen, we learn, we advise and we plan… We are here to help you plan for today, tomorrow, your retirement and beyond. Bringing you financial clarity whatever your background, whatever your business, whatever your outlook.

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.

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.

Putting it simply, we're here to help you get the best out of your money. We are Independent Financial Advisers (IFAs) and were established in 2001 with the aim of providing impartial and expert financial advice to individual and corporate clients.