Chartered financial planning by Myers Davison Ginger Ltd
Financial planning is essential to the welfare of any undertaking, whether a large conglomerate, a local business or the individual; we have the resources to match your needs. We provide a full accountancy service in association with independent chartered financial planning.
Full investment services
Our strategic alliance with a leading independent discretionary fund manager enables us to offer clients a complete investment proposition; whether this part of a fully bespoke strategy or using a range of managed portfolios. Because of this alliance, we are able to offer investments at very competitive charges for your pensions, ISAs, and other investments.
Our senior planners hold qualifications with the Society of Trustees and Estate Practitioners placing them in an ideal position to match independent chartered financial planning with a sound understanding of how legislation works. When arranging your estate apply our combined knowledge to take arranging your estate apply our combined knowledge to take control using trusts, nominations, and other mechanisms.
Concerns about aging relatives and the vulnerable
In addition to holding a legal qualification, we are also a full member of the society of LAter Life Adviser and able to provide comprehensive advice when considering long-term care funding. This area of advice is constantly changing and we maintain a comprehensive understanding. The effect of funding care has ramifications across family generations.
Mortgage and protection products
As you would expect we offer full mortgage, remortgaging and equity release services along with all your personal and business protection needs and we are fully independent you will get the best deal available.
Transparent charges and terms of engagement
We strongly believe in treating clients as we like to be treated, with this in mind you have our assurance that you will be understanding our charges and extent of work at each step of the way. You will want to know we can work together in the years ahead – to this effect we provide an initial 30-minute consultation at our expense.
So call us about your financial planning needs and reserve an initial consultation.
We are delighted to bring this collaborative initiative into the center of Media City. We firmly believe we have developed a comprehensive range of accountancy services in close association with an established firm of chartered financial planners to provide a range of holistic services second to none in this area. Our services are supported by the very best of technology so reflecting the high-tech of Media City itself.