We want to deliver outstanding service to our clients, have a relentless focus on quality and be amongst the very best firms in the UK in all we do. But how do we demonstrate this, how do we show we put our client’s interests first, how do we prove we always act with the utmost professionalism and that we have a culture where we strive for continuous improvement?

By opening our business and our processes to independent scrutiny, to ensure we can meet the very highest standards set within our industry.

Our accreditations

  • We are one of a very small proportion of financial planning firms in the UK to demonstrate the endeavour and commitment necessary to qualify for Chartered status. Chartered status is a symbol of technical competence and demonstrates a firm is at the forefront of its profession and serves as a mark of trust.
    Chartered status also involves a commitment to continuing professional development and an adherence to an industry-standard Code of Ethics. It means you can be confident you are dealing with a firm that is going beyond minimum requirements when giving financial advice. Find out more

  • In 2019 we became members of CEFEX, and we are certified for Investment Advisor Fiduciary Excellence, placing us globally amongst an elite group of firms, with only a handful of firms achieving this certification in the UK.
    This certification looks at how we run our business, how we run money and ensures we have the right systems, processes, and controls in place. Having a clear investment philosophy with robust processes that are embedded across our entire business.
    As a fiduciary (the highest legal duty of one party to another), we are bound ethically to act in our clients best interests. An investment fiduciary is responsible for the management of the assets of others and is therefore in a special position of confidence, reliance, and trust.

     

    View our certificate here

     

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  • “An international network of independently owned investment advisory firms, whose overriding commitment to fiduciary excellence ensures they always put their clients’ interests first.”
    Membership of GAIA is strictly limited to fee-based wealth advisers who are not aligned with financial institutions.
    GAIA’s fiduciary standards rise well above the limited performance reporting requirements governing today’s investment management industry. GAIA standards encompass all aspects of client relationships, from the development of their financial and investment plans and written investment policy statements to the review and evaluation of their investment portfolios. This includes the ongoing guidance and monitoring of each step of our financial journey.

     

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  • We have an RQ rating of 4.8 out of 5. A rating between 4.5 and 5 means that a professional business can be very confident when referring clients to Magus Wealth.
    All RQ certified firms must have an unblemished record with the FCA, never have been refused PI insurance or have been found in breach of the CII or the Chartered Institute for securities and investments, never misrepresented its credentials or have any Directors who have been associated with previously failed firms. Find out more

  • There are different types of financial advice you can choose from – independent or restricted. We only offer independent advice, which means our advice is unbiased and unrestricted and based on a comprehensive and fair analysis of the relevant market.

    We are constantly reviewing the market to ensure that the services and products we offer are appropriate for you.

“Very approachable, ready to listen and offer help and advice when I need it. A breath of fresh air compared to some financial houses.”

Janine Capon – Magus Wealth client since 2011

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