You’ve indicated that you are already retired. As you move through retirement, your needs and circumstances will change over time, as some of the decisions and choices in front of you become more complex.

You may also have one eye on estate and inheritance tax planning so you can pass on your hard-earned wealth effectively and tax efficiently to your family and other beneficiaries.

Here at Magus Wealth, we help a range of people get the most from their savings and investments, so they can fully enjoy their retirement today with the peace of mind that their longer-term retirement is secure and that their family are taken care of should the worst happen.

We can also help you take advantage of allowances and tax benefits, so we can ensure your savings and investments are structured as tax efficiently as possible and help to reduce inheritance tax liabilities for your family.

There are a number of important questions that we can help you consider and plan for:

We’ve created a short video below that offers insight into how Magus Wealth can support you in your retirement planning. Please take a moment to watch it and then get in touch with us and we can guide you through the next steps.

Our clients tell us they value an open and honest relationship with their financial advisor.
If you were to talk to our clients, they would typically say that we:


Are advisors they can implicitly
and completely trust

Financial situation

Work to completely understand
their financial situation

Help & guidance

Help and guide them through
their entire financial journey

What I feel is relief. Money has increasing importance as you become retired – it’s all under control now with Magus. It’s the confidence of knowing where we stand at any point in time and that we can take informed decisions.

Mike Davies, Magus client since 2010

A bit more about Magus Wealth

  • 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.

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

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