Before we create your plan, we get to know you and really understand your goals.

We know you’ll have different priorities at different stages in your life – whatever your plans, we have the expertise and services to help you.

Financial planning needs to align your goals with your financial situation. It can cover some complex and technical issues that require specialist knowledge. We can help through a wide range of services.

“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.”

Rob and Alison Wood – Magus Wealth clients since 1998

“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 make informed decisions, knowing not only where we stand but what those decisions will mean for us”.

Mike Davies, Magus Wealth client since 2010.

It all starts with a conversation

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