Myers Financial Consultancy Limited

Reference number: 215653

Instant download

Appointed representative

This firm does not hold FCA authorisation of its own, and acts under a principal firm, which is legally responsible for its regulated business.

Responsible principal firm

Openwork Limited Reference number: 408285 Authorised View firm →
What does this mean?
  • An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct.
  • Myers Financial Consultancy Limited (FRN 215653) is an AR of Openwork Limited (FRN 408285). When you use Myers Financial Consultancy's services, the FCA authorisation sits with the principal firm.
  • Example: if you take financial advice from Myers Financial Consultancy, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances.
  • Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.

Website, phone number and address

Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.

In the full report: 3 background checks

  • When myersfinancial.co.uk first appeared online, and whether it can receive email
  • What kind of line 01626 775623 is
  • Who else gives the postcode TQ14 9LY
Instant PDF download
Other names (3)

If you were contacted under any of these names, it is this firm.

  • David Francis Myers Former name
  • Myers Associates Former name
  • Myers Financial Consultancy Former name

FCA permissions and consumer protection

  • Protection through the principal firm
    Protection works through Openwork Limited, the principal firm responsible for this firm's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
  • Complaints Ombudsman, free
    You can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.

FCA disciplinary action and complaints

No FCA disciplinary action.

The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.

Companies House record

The company behind the firm: its status, age, registered office and directors.

Company number
09439133
Company status
Active
Company type
Private limited company
Incorporated
13 February 2015 (11 years old)
Registered office
Cosmopolitan House, Old Fore Street, Sidmouth, Devon, EX10 8LS, United Kingdom
Nature of business
  • Management consultancy activities other than financial management (SIC 70229)

Directors and company secretaries

Name Role Born Appointed Other companies
James Daniel Myers Director May 1977 13 Feb 2015 None
David Francis Myers Secretary Not published 10 Mar 2025 –
Lyn Myers Secretary Not published 10 Mar 2025 –

In the full report: every company its directors have run

  • Confirmation that its director runs no other company
  • All 3 people who have been directors, with their dates
Instant PDF download

Filed accounts and finances

Year to 31 March 2025Small company accountsNot audited

Net assets

£179k

+9.4% from £164k

Cash at bank

£226k

+15% from £195k

Employees (average)

9

Same as 9

Owed within a year

£97.5k

+14% from £85.9k

Assets and liabilities

In the full report: all 6 years of accounts

  • Every year from 2020 to 2025
  • The chart, over every year
  • Every filed figure, year by year
Instant PDF download
About these figures
Turnover
Money taken from sales in the year, before any costs.
Profit before tax
What was left after the year’s costs, before corporation tax. A minus figure is a loss.
Net assets, or total equity
Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
Total assets and total liabilities
Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
Cash at bank
Money in the company’s accounts on the last day of the year.
Owed within a year, owed after a year
Debts and bills due in the next twelve months, and those due later.

There is no turnover or profit: small companies do not have to publish them.

Accounts filed at Companies House for company 09439133. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.

Key dates in its history

Myers Financial Consultancy’s history from the FCA register and Companies House, newest first.

Key events (6) All events (13)

2016

6 April 2016

  • James Daniel Myers became a part-owner (25–50% of shares)

Companies House

2015

4 May 2015

  • Changed its registered name from "David Francis Myers"

FCA register

13 February 2015

  • Incorporated at Companies House

Companies House

2007

30 January 2007

  • Changed its registered name from "Myers Financial Consultancy"

FCA register

2004

27 February 2004

  • Changed its registered name from "Myers Associates"

FCA register

2002

12 July 2002

  • Became an appointed representative

FCA register

In the full report: all 13 events

  • All 13 events in its history (6 shown here)
  • Every director appointment and resignation: 5
Instant PDF download

Firms connected to Myers Financial Consultancy

Other FCA-listed firms that share a director, phone number or address with Myers Financial Consultancy. A link shows who the firm is tied to, not whether either can be trusted.

connected firm
1
share its postcode
1

In the full report: the connected firm, named

  • How it is linked: the same postcode (1)
  • Who links it to this firm: the named directors, with dates
Instant PDF download

Firms like Myers Financial Consultancy

Other firms of the same type (financial adviser), nearest first.

In the Torquay (TQ) postcode area

(UK) Howard Financial LtdTorquayAppointed representativeBrook Financial Advice LtdTorquayAppointed representativeClearwater Financial Planning LtdKingsbridgeAppointed representativeCompton Valley Wealth Management LtdPaigntonAppointed representativeConcise Wealth Management LtdPaigntonAppointed representativeDavid BrownTorquayAppointed representative

Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.

Get the full report on Myers Financial Consultancy

Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.

  • Every company its directors have run, named
  • 3 background checks on its contact details
  • 6 years of accounts, charted
  • All 13 events in its history
  • 1 connected firm, named, and who links them

Instant PDF One-off payment Secure checkout by Stripe

Frequently asked questions about this firm

Is Myers Financial Consultancy Limited FCA authorised?
Myers Financial Consultancy Limited (FRN 215653) is not directly authorised. It is an appointed representative acting under the responsibility of a directly authorised principal firm.
What does appointed representative mean for Myers Financial Consultancy?
An appointed representative (AR) can carry out regulated financial services, but is not directly authorised by the FCA. A principal firm holds the authorisation and is legally responsible for the AR's conduct. Myers Financial Consultancy Limited (FRN 215653) is an AR of Openwork Limited (FRN 408285). When you use Myers Financial Consultancy's services, the FCA authorisation sits with the principal firm. Example: if you take financial advice from Myers Financial Consultancy, complaints and compensation usually follow the same rules as dealing with the principal, but this depends on the product and your circumstances. Before you proceed, confirm contact details match the official FCA register for both firms. Scammers sometimes clone legitimate AR names and FRNs but use fake phone numbers and websites.
What is Myers Financial Consultancy’s phone number and website?
The FCA register lists the phone number 01626 775623 and the website myersfinancial.co.uk for Myers Financial Consultancy. If you were given different contact details, use these to check with the firm before going any further.
Is Myers Financial Consultancy a scam or clone?
Myers Financial Consultancy is a genuine FCA-listed firm, and the FCA has published no warnings about fake versions of it. Scammers do copy real firms, though, so check that any contact details you were given match the ones on the register.
Is my money safe with Myers Financial Consultancy?
Protection works through Openwork Limited, the principal firm responsible for Myers Financial Consultancy's regulated activity. FSCS cover and the Financial Ombudsman Service apply as they would to the principal.
Who owns Myers Financial Consultancy?
Companies House lists one person with significant control of Myers Financial Consultancy: Mr James Daniel Myers (25–50% of shares).
Who runs Myers Financial Consultancy?
Companies House lists one director of Myers Financial Consultancy: James Daniel Myers.
How long has Myers Financial Consultancy been in business?
The company was formed on 13 February 2015.
What do Myers Financial Consultancy’s latest accounts show?
Its latest accounts, to 31 March 2025, show net assets of £179k (+9.4% from £164k) and cash at bank of £226k (+15% from £195k).
Does Myers Financial Consultancy use any other names?
It has previously used 3 other names: David Francis Myers, Myers Associates and Myers Financial Consultancy.

Sources and links

The full report on Myers Financial Consultancy Limited

£19.99 · Instant PDF download

Loading secure checkout…