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You and Your Wealth
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.
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.
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.
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.
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.
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.
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.
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?
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.
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'.
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Let's meet for coffee and a chat to see if we can shed some light on your financial world.
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Magus Private Wealth Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales No. 3611274. Registered address: Kingfisher House, Northwood Park, Gatwick Road, Crawley, West Sussex RH10 9XN
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The Financial Ombudsman Service
Magus Private Wealth Ltd is authorised and regulated by the Financial Conduct Authority.
Registered in England and Wales No. 3611274. Registered address: Kingfisher House, Northwood Park, Gatwick Road, Crawley, West Sussex RH10 9XN
Privacy Policy | Site Disclaimer | Terms & Conditions
The Financial Ombudsman Service