About you (old)

We work with a wide collection of clients who have a diverse range of financial needs and aspirations. Magus has years of experience working with private clients, and we know what they really want when it comes to their finances:

A sense of financial security and peace of mind
A clear understanding of their financial world so they can plan for their own and their family’s future with confidence
The ability to make informed decisions, avoiding costly mistakes along the way
To have an open and honest relationship with their Financial Planner who:

They can trust implicitly

Completely understands their financial situation

Is there to help and guide them through their entire financial journey

Whether it’s investing for your future, protecting your family, planning for retirement, passing on your wealth or selling your business, we can help.

About you

It can be hard understanding where you are now and what your options are; you may have a number of questions, some big and some small.

We’ve outlined some scenarios and questions to see if any of these resonate with you.

Typically, our service benefits clients with over £500,000 to invest (including pensions, ISAs, General Investment accounts, etc.).

You and your
family

You may be a senior executive and have pensions and investments in place, but you may not have a clear picture in terms of how everything fits together

Your business and your wealth

You may be a business owner, running and building a business. You may have complex finances, with little time to dedicate to them

senior couple hugging on sail boat or yacht in sea

Retirement and leaving a legacy

You may be approaching, thinking about or already retired. You may want to know more about estate planning or inheritance tax so you can pass on your assets effectively

What you can expect from us

We’ll listen carefully and work with you to understand your circumstances and your short and long-term goals, working together to create your bespoke plan, built around you and your needs. We’ll also keep you on track, reviewing your plans to make sure you are heading in the right direction.
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.
Our team are professional, experienced, and qualified – we all share the same vision, we are aligned to the same purpose of delivering a personal, outstanding client experience.
Costs matter – they can compound over time. Our fees are fair and transparent, and you will benefit from low cost investing. We’ll also make sure you know what you are paying for, and why.
Our investment philosophy is based around our 10 investment pillars, designed to provide the best investment outcomes for you and your family.
We have many client relationships that span across decades and we are here to help and support you and your family throughout your entire financial journey.

How can we help you?

Whatever your situation, we’re here to help, guide and support you.

Financial planning
We bring together expertise and innovation to provide a framework tailored to your individual needs

Investment management
An investment portfolio built around you, your goals and values

Our services
We can help you through a wide range of services

Get in touch with us today – it all starts with a conversation

Get in touch today

Get in touch

Book my FREE consultation

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