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Our Business Philosophy
It is our belief that everybody needs and deserves independent financial advice, whether they are Investing, Borrowing,
or Planning for Retirement.
The objective of our business is to provide high quality advice, in a personable way to those who reside in North Norfolk.
A Wealth of Experience
Myers Financial Management is owned and run exclusively by the Myers Family.
The Principal, Paul Myers has spent his entire career (23 years) in Financial Services, the last ten years as an
independent financial adviser.
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Qualifications
A holder of both the Financial Planning Certificate, the Advanced Financial Planning Certificate, as well as specialist
qualifications in pensions and mortgages, Paul is commited to continuous professional development.
The Complete Service
Whether you are looking for mortgage, pension, or investment advice, or simply want a review of your current planning
- the process we adopt is the same.
The process comprises of four stages
Stage One - Initial discussion of you current planning and objectives
Stage Two - Independent Research
Stage Three - Recommendation & Report
Stage Four - Ongoing Review of Planning
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