You and Your Wealth

Empowered
From Eeyore to Tigger in 60 Minutes

Read how our clients often feel transformed when they come to see us. From confused and frustrated, to full of confidence with clarity.
 
 
From Eeyore to Tigger' is how our clients often feel transformed when they come to speak with us. They arrive somewhat dragged down by their financial situation — confused and frustrated, worried or just generally feeling a bit 'Eeyore-like', bogged down and bothered.

Below are a few of the clients who have joined the Magus family. As you'll see there is a wide spectrum of different reasons that have resulted in the same outcome: a close, communicative and effective relationship with Magus. There's nothing more rewarding than being able to help steer our clients in a clear direction towards achieving their, and their families', life goals.

Here's what a few of our clients have to say on the matter.

There are no articles in this category. If subcategories display on this page, they may have articles.

ARABELLA P
ENJOYING A SABBATICAL WITH THE KIDS AND MAGUS CLIENT SINCE 2012

I work for a non-profit organisation involved in international mediation, so not being involved in financial services makes the whole financial world seem very opaque. I wanted a financial planner I could trust to help me provide a safe, nurturing and secure environment for my family.

Read More >

Ciaran and Geraldine O'Donnell
Golf Fanatics and Magus Clients Since 2009

We met Michael at a stage when I had a bit of a complicated financial structure. There was money in various countries, I was buying shares, moving money in and out, getting weighty tax bills and then there was the whole financial crisis, it was just panic mode.

Read More >

Colin Windsor
KITE SURFING IN BRAZIL – WHAT’S NEXT ON THE BUCKET-LIST?

I met Mike in 2002 when he was arranging a pension plan for a company where I was MD. I had a bit of money, not a huge amount, and I liked how he talked about money, as well as his honesty and sincerity. I gave him the management of my money, and I haven't looked back since.

Read More >

David Beckman
Avid Tennis Player & Magus Client Since 2014

My experience with Magus has been very, very good. The big difference is the fact that they are not just IFAs, they are financial planners - this is the cornerstone of what they do. They come at it from the point of view of understanding where you are coming from, what your goals and objectives are - and create your financial plan from there.

Read More >

Geoff Wilkinson
OUTDOOR ENTHUSIAST AND MAGUS CLIENT SINCE 1998

At the time I had no idea what sort of financial position I would be in at retirement, and had no real planning strategy. My present day finances were in good shape but my future financial planning was not. This changed once I met Magus.

Read More >

Juliet and Mark Turnbull
Loving Spending Time in the Witterings

Our old IFA was really dry, boring and technical. We often wondered if our money was safe because we had no real association or relationship with him or our money. Then we met Mike. He didn't discuss our money, he wanted to know what was important in our lives.

Read More >

Kevin and Trish Sebbage
WHERE WILL THEY CHOOSE TO GO NEXT ON THEIR WORLD TRAVELS?

We returned from working overseas in 2002. I was setting up a new company, Trish had started in a new job and between us we had accumulated a number of different pensions, money in the bank, investments and insurance policies. We needed to get our financial matters sorted out.

Read More >

Mike Davis
MANIC FLY FISHERMAN & MAGUS CLIENT SINCE 2010

I'm British but my wife is a US citizen, resident in the UK. Her remuneration and pension are in dollars and the bulk of her assets are in the US, whilst mine are in the UK. We were both heading for retirement and had this mixed bag of pensions, assets and investments in two countries – we kept asking ourselves, how on earth can we jointly plan around that?

Read More >

Paul Osborn
SPORTS LOVER AND MAGUS CLIENT SINCE 2014

I've got quite a lot of experience in the financial markets, from my own working background. I like to make my own decisions as to where I put my money and how to move it around if the need arises, such as after the Brexit vote.

Read More >

Rob and Alison Wood
LEARNING TO PLAY AND MAGUS CLIENTS SINCE 1998

You can have a certain pot of money but it has to be managed in an intelligent way so you can spend now, but also have enough to carry you through the rest of your life, in both those areas Magus have been excellent. They're trustworthy, provide a huge amount of support and the whole thing feels friendly - you don't ever feel you're 'just dealing with a suit'.

Read More >

Come and See Us

magus wealth planning coffee
Looking For
Financial Clarity?

 

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

getintouchbutton