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About Us

 

 

 

David Myers | Practice Principal

 

David joined the financial services industry in January 1990. He is a founding director of Myers Financial Consultancy Ltd and the current practice principal. He is the driving force behind building a loyal client bank that has enjoyed his regular telephone calls since 1990. Having stepped back from giving advice in recent years, his role today remains as a client liaison point, ideas man, and a steady hand on the tiller. As a modest soul, he would not enjoy reading this biography.
Outside of work, David spends a great deal of time with his grandchildren. He will likely be found in his garden and workshop, as well as providing people with the advice and support that he is so well admired for within the industry.

 

 

 

 

 

 

 

 

James Myers | Financial Advisor

 

James is a founding director of Myers Financial. He began his career in financial services in 2000, and has worked with the same clients ever since. This continuity of advice allows for a personalised and in depth ongoing service arrangement for clients. James specialises in pensions and investment advice.
James has held the diploma level 4 in financial planning since 2012, and can be regularly found amongst the top 50 most productive advisors nationwide within the Openwork network.
Away from work, James is a keen sportsman and travel enthusiast, though this has been tempered by fatherhood duties to two young children. Fortunately, they too seem to love the outdoor lifestyle, so they can all often be found in the waterways and cycle tracks that populate our beautiful county. They all enjoy loud music and pizza.

 

 

 

 

 

 

 

 

 

Katie Myers | Mortgage Advisor

 

Katie joined Myers Financial Consultancy Ltd in 2016 after spending 3 years travelling the world with her long-term partner and high school sweetheart. Prior to this Katie completed a degree in coaching and fitness education.
Katie was part of the first intake of recruits trained under Openwork’s academy programme. After qualifying as a mortgage advisor she is now close to completing her transition to a full financial advisor. Commended for her attitude and professionalism, as well as outstanding productivity, Katie has been chosen to deliver regular seminars to new recruits on the programme.
In her spare time Katie enjoys playing tennis, spending time with her nephews and niece, and sampling cream teas whilst walking the coastal path. Yum!
Currently specialising in mortgages and protection, Katie will help us to expand our service levels to our existing and new client portfolios once she gains her license in pensions and investments.

 

 

 

 

 

 

 

Steven Myers | Mortgage Administrator

 

Steven joined Myers Financial Consultancy Ltd in 2018 as a Mortgage Administrator and is currently working towards obtaining his license to become a Mortgage Advisor. He previously worked with us to build, optimise, and maintain our website.
Steven has worked extensively as a graphic designer, as well as a health care worker, where he developed technical and interpersonal skills that we consider to be a real asset to the company.
A husband and proud father of two young boys, he enjoys spending time with his family, taking advantage of all the beautiful locations that Devon has to offer.
Steven will focus on supporting our advisors whilst he works towards his own qualifications, simultaneously heading up our marketing and social media department.

 

 

 

 

 

Becky Smith | Business Administrator

 

Becky has been with Myers Financial since June 2017.  She provides valuable administrative support to our Advisors with Pensions, Investments and Mortgages.  She provides our clients with valuations, prepares regular reviews on their policies, and ensures that our clients are receiving the best possible service.
Becky has a varied background.  Before working for Myers Financial, she used to run her own Delicatessen business.  She is also a trained massage therapist which she does alongside working for us.
Outside of work, Becky is into a variety of different sports, such as running, yoga, surfing and enjoying the great walking opportunities that we have here in Devon.

 

 
Myers Financial Consultancy Limited is an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Conduct Authority.
The information on this website is subject to the UK regulatory regime and is therefore targeted at consumers in the UK. Website designed and built by Steven Myers