FINANCIAL ADVICE AREAS

I provide holistic financial planning with specialism in Retirement Planning, including Defined Benefit Pension Advice, Investment Advice, Estate Preservation and Long-Term Care.

GEOGRAPHICAL AREAS

I cover all areas of the UK, predominantly Yorkshire, Lancashire and The North East

ABOUT David Meyrick

I have worked in the financial services industry since 2016 having studied accountancy at the University of York. In my previous role I worked as a Financial Adviser and Paraplanner having achieved my Diploma in Financial Planning in 2018. In 2024 I obtained Chartered status having achieved my Advanced Diploma in Financial Planning. Chartered status cemented my professional standing, giving parity with other professionals such as accountants and solicitors.
 
I know the world of pensions, investments and insurance make people feel nervous and it is difficult to know where to start. That’s where I come in, I aim to deliver a personable service with friendly advice in a straightforward and easy to understand manner.
 
Seeing my clients achieve their objectives and hearing them enjoy what it is they set out to do in life and retirement, is something that I take great pleasure from. Knowing I have helped make a difference and aided in facilitating this through my financial planning advice, whether it’s retiring early or buying that dream home, is extremely fulfilling.
 
Outside of the financial advice world I’m a big football and rugby fan and a loyal supporter of my local rugby league club no matter how many times they seem to give me hope and let me down! My playing days are long gone now thanks to far too many injuries, but I try to keep as active as I can either cycling or out walking my dog in the Yorkshire countryside.

TESTIMONIALS

"David Meyrick was courteous, friendly, patient and explained well.  He was confident and inspired confidence.” - D & S C., Yorkshire

“I liked the fact that David came to our home and explained everything in detail. This gave us reassurance we were selecting the right product. The experience was effortless and efficient. Nothing could be improved. The experience we had was above expectations. I’d recommend David to anyone who was looking for financial advice as he genuinely cares about his clients.” - Mr MD., Leeds

“David was very organised and efficient as well as being informative and clear. My experience with David and Ashwood Law was an excellent one. David was very polite, knowledgeable and helpful with information and different outcomes. I felt very comfortable to progress with my pension and early retirement plans. All my worries and concerns were addressed and clarified so that I fully understood any consequences.” - L.M., West Yorkshire

“Great personal service – very prompt communication and clear & concise explanations.” - D M., Cleveland.

“Due to the service received by David Meyrick, I have already referred him to a friend.”  - Mr & Mrs A – Nottingham

 “A very professional company to deal with.”  - Mr W.  South Yorkshire