At Magus Wealth we are here to help you on your lifelong financial planning journey.

We aim to help you grow, protect, and pass on your wealth, providing a secure financial position for you and your family. We’ve learned that everyone has a diverse range of financial needs and aspirations, and we are here to help you create your personalised financial plan, designed to act as your roadmap for the future, helping you make informed decisions and avoid costly mistakes along the way.

If you’re here because you are experiencing a change in circumstances, seeking help or advice, or you simply want peace of mind that you’re on the right track, we can help you.

It can be hard understanding where you are now and what your options are, so we’ve outlined some scenarios below.

To find out more, please select the one that describes your situation most closely.

A bit more about Magus Wealth

Personalised advice

We’ll listen, understand your goals, and create a bespoke plan for you and we keep you on track to ensure you’re heading in the right direction.

Independent advice

We only offer independent advice, which is unbiased and based on market analysis, ensuring our services are always appropriate for you.

Access to a team
 of experts

Our team are professional, experienced, and qualified and aligned to the same purpose of delivering an outstanding client experience.

Transparent & fair charges

Costs matter – they can compound over time. Our fees are fair and transparent, meaning you benefit from low cost investing.

An evidence-based investment strategy

Our investment philosophy is based around our 10 investment pillars, designed to provide the best outcomes for you and your family.

Personal, life-long relationships

Many of our client relationships span decades, and we are here to help and support you and your family throughout your entire financial journey.

It all starts with a conversation

Get in touch