Sometimes there’s an urgent issue – a tax, investment or pension problem perhaps – that needs resolving quickly, or maybe you just need to do your annual planning to check your portfolio is in good shape.
Whatever your perspective, Magus Private Wealth takes away the frustrations and confusion of your financial world, skilfully merging your disparate finances into one simple, clear plan linked to your personal goals and ambitions.
Watch Michael Aitken explain why people choose to work with us
We listen to you, so we understand:
- What’s important to you in life
- Where money fits into your world
- What your goals and aspirations are
- What your family and business context are
- When you want to retire
- What the decisions may be in your financial future
Our goals and ambitions are so often reliant upon money; by creating a plan together we can show you if there are any financial bumps in your financial road and how best to avoid them.
Our approach to managing your financial world is called Illuminate — a forward-thinking way of financial planning, that literally ‘shines a light’ on your finances. Our main purpose is to create a clear summary for you that encompasses all your finances (properties, business assets, investments, pensions, life assurance, debts) – whether we manage these for you or not.
With our financial modelling tool, you can physically see, year by year, what your total financial picture looks like. This roadmap of your finances enables you to make better informed choices along the way. There’s more on this, in the What We Do section.
As you can see from our Wealthtrack pictured below, many of our clients come to us feeling a degree of financial sensitivity.
We ask you to imagine what it would be like to achieve your financial goals and have Clarity, Confidence and Control over your finances.
Our whole service is designed to give you back this control and to help turn your personal dreams and aspirations into reality.
