Magor Wealth Management specialises in offering expert advice in a wide range of important areas including investments. This includes investment strategies, such as planning to exit a business*, savings for a child's education or additional income at any life stage.
Inheritance Tax planning to ensure that your wealth is passed in the most tax efficient way possible for your chosen beneficiaries.
Pensions, personal, group and corporate to protect you, your family and your employees life styles in retirement and of course protection, from family, business to mortgage. We will review your situation and advise on the appropriate level of cover for your personal situation or business including protecting against the loss of a key employee, share holder or partner.
We offer high net worth private and corporate clients the personalised service of a friendly local company backed by the infrastructure and highly diverse expertise of the St. James's Place Wealth Management Group. We have first hand experience helping successful entrepreneurs, families, trusts** and executives to grow, preserve, manage and transfer their wealth.
We work closely and support all of our clients, which in the fast paced world in which we now live is very important, offering advice and support in all areas of wealth planning.
Helping clients understand and adapt to the changing financial world is at the forethought of everything we achieve.
We keep our clients regularly updated via regular updates and meetings.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
*Exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.
**Trusts are not regulated by the Financial Conduct Authority.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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Adrian is very clear and patient when giving advice and appears to understand my financial needs well.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.