Megan Harries
Megan leads whole-of-wealth engagements and pre-retirement income maps. She spent earlier years in a Cardiff advice firm before returning to Cormier Heath to build a quieter, document-led practice.
About the practice
Advice rooted in Cormier Heath, written for UK households
North Ledger Advisory began as a small desk on High Road helping neighbours untangle workplace pensions. We still work that way — slowly, on paper first, with recommendations you can reread at the kitchen table.
Why we opened the ledger
Too many families we knew held three or four pensions and no single document that explained how those pots would fund a retirement. Product literature answered questions nobody had asked. We wanted a practice that starts with cashflow, state pension age, and the house you actually live in.
Today we advise clients across England and Wales. The office remains at 266 High Road, Cormier Heath — a place people can walk into with a carrier bag of statements.
People
Who you will meet
Daniel Okoye
Daniel specialises in pension consolidation reviews and protection checks that sit alongside advice — death-in-service, life cover, and income protection where the numbers justify it.
How we work with clients
We prefer fewer clients and longer engagements. Fact-find meetings run long enough to understand spending habits, not just asset totals. Recommendations arrive in plain English, with fee figures written beside every suggested action.
Where a solicitor, accountant, or mortgage broker is the right next professional, we say so. Our job is financial advice and consulting — not a one-stop shop for every household decision.
Values we keep visible
- Fees explained before work begins
- Recommendations that can survive a second reading a month later
- Respect for clients who need time before acting
- Honesty when a product or transfer is not in your interest