Our Clients
Identifying your true financial needs can sometimes be challenging. That’s why Myriad Wealth delivers advice clearly, professionally, and in a friendly, approachable manner.
Myriad Wealth is built on foundations of honesty, reliability and exceptional service. Many of our clients have entrusted us with their financial planning for over a decade, leading to lasting professional relationships based on mutual trust and respect.
We provide comprehensive financial advice covering both personal and corporate services, detailed below:
Personal Financial Services
- Retirement and Pension Planning
- Investment for Capital Growth or Income
- School Fees Planning
- Tax Planning and Mitigation*
- Critical Illness Protection
- Income Protection
- Inheritance and Succession Planning*
- Long-term Care Planning
- Private Medical Insurance*
- Family Protection and Life Assurance
- The benefits to the treatment of tax will depend on your individual circumstances and may be subject to change in the future
Corporate Financial Services
- Implementation and Management of Employee Benefits
- Flexible Employee Benefits Schemes
- Pension Scheme Advice and Implementation
- Group Income Protection
- Group Private Medical Insurance
- Group Death-in-Service and Dependants' Benefit Schemes
- Partnership and Directors' Share Protection
- Key Person Business Protection
- Individual Advice for Employees (if required)
*Please note,
The FCA does not regulate Taxation.
The Financial Conduct Authority (FCA) do not regulate Inheritance Tax Planning, Tax and Trusts.
The future value of investments can fall as well as rise and future growth is not guaranteed.
Professionals & Executives
- Tailored wealth‑building strategies
- Flexible protection solutions
Retirees & Pre‑Retirees
- Income optimisation
- Estate & Legacy Planning*
*The FCA does not regulate all of these products and services.