About Adrian Magor

Adrian Magor

DipPFS CeMap

Throughout my working life, now spanning more than 25 years, my time has been targeted at helping others make the most of their money and realise their financial goals. Over the years, I have worked for some of the most recognised Financial Services providers, gaining the necessary experience and qualifications along the way. 

About

In 2013, I recognised that I could provide clients with a better service and the best possible advice by setting up my own business, through becoming a Partner of St. James's Place Wealth Management.

Now, I focus on promoting the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that I offer.

Outside of my working life, I love spending time with my Fiancée, doing all things boating related, or simply being in and around our holiday home in Pembrokeshire.

My Personal Commitment to you:

  • The most important time spent is ensuring that I fully understand your financial priorities and objectives. There will be no constraints on my time during this period ensuring my recommendations are tailored to your circumstances.
  • All of my recommendations will be made in accordance with your tax situation, personal circumstances and attitude to risk.
  • I firmly believe in my clients understanding the commitment they are making towards achieving their short and long term financial goals.
  • It is imperative that an ongoing relationship built on trust and understanding is established through ongoing financial reviews. This is built over time with a commitment of meeting at least annually.
  • I will do my best to ensure you enjoy our dealings together.
  • I will ensure that the service you receive is of the highest calibre from the moment you choose to work with me and St. James's Place Wealth Management.

Testimonials

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Adrian is very clear and patient when giving advice and appears to understand my financial needs well.
Private client
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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.

Magor Wealth Management Limited is registered in England and Wales, Number 6439331. Registered Office: 31 Maes Yr Haf, Penclawdd, Swansea, SA4 3YG.