Established over 20 years ago, we are an independent, boutique, Financial Planning and Investment Management business. We are also a chartered firm – only the UK’s best financial planning firms qualify for ‘chartered status’.

Our logo tells its own story. It’s called a  ‘Dara knot’, meaning ‘everything back to family’. This is fitting given what we do, and we think of our business as a family, so for us, it has real meaning.

We’re here to help you grow, protect and pass on your wealth – to us, it’s more than just money, it’s about building personal, lifelong relationships. We listen carefully and take the time to really get to know you. Connecting, listening, and understanding is at the heart of our business.

We have an experienced team of Financial Planners, supported by our highly qualified, experienced client support team. All Magus clients have a dedicated support team, as we think it’s important you always get to talk to the same people, and it’s our people that set us apart.

Drive, ownership, communication, nurturing, focus.

We’re driven by passion, ambition, and enthusiasm for the business. We give our very best and hold ourselves accountable. We’re curious to find out more and look for improvement in all we do, happy to go that extra mile, work hard to get results and driven to deliver the very best service and outcomes for our clients.

We take ownership and responsibility for everything we do. We take the initiative; we don’t wait for others to act, and we care about the outcome as much as if we owned the company. We take responsibility for our actions and ensure they are of the highest quality and delivered in a timely manner.

We’re effective, brave, thoughtful, and respectful communicators. We understand communication is a 2-way process that requires both speaking and listening. We take personal responsibility for every feeling, thought, action and reaction.

We’re nurturing, mindful of others and team players. We always encourage others to be their best, providing the support, patience and encouragement needed to develop. We always have time to show care and kindness to each other and our clients. We carefully nurture our client relationships and are there to support and guide them throughout their financial journey.

We’re sharply focused, persistent, and determined. We pay attention to detail and stay focused on the task at hand. We do whatever it takes to achieve a great result – we keep persevering, and we never give up. We have clear goals and objectives, and we take responsibility for our own words, actions, and results.

“My present day finances were in good shape, but my future financial planning was not. This changed once I met Magus.”

Geoff Wilkinson – Outdoor enthusiast and Magus Wealth client since 1998

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Our Awards and Accreditations

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