Magus Wealth

We are Magus Wealth, an independent, boutique Financial Planning and Investment Management business. Established in 1998 because we believe everyone should be advised transparently and from the heart. We’re here to simplify your financial world, answer the important questions, protect your family, and give you clarity, confidence, and control.

We use the latest academic financial thinking, planning technology, and expert advice to create a financial plan to grow, protect and preserve your wealth.

How can we help you?

We’ll listen to you carefully and take the time to understand what’s most important to you and where money fits into your world. By truly understanding the purpose of your money, we can ensure your financial plan helps deliver the life you want for you and your family.

We’ll bring your finances to life, skilfully merging your finances to give you one, clear plan, so you have a complete picture of your financial world.

Whether you’re starting out, thinking about selling a business, planning to retire, changing jobs, going through a divorce, we are here to help, guide and support you even when plans change along the way.

What we do

Financial planning

Our advice goes beyond traditional advice – effective Financial Planning should enable you to create and sustain wealth and preserve it for future generations.

We bring together expertise and innovation to provide with you a framework, tailored to your individual needs. We start with your vision and goals and then build a plan that ensures you reach them.

And, it’s not a one-off activity, it’s about working together so we can keep you track throughout your life and we are there when you need us as we know plans can change along the way.

Our services

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

• Cash flow planning
• Retirement planning
• Estate and Inheritance tax planning
• Investment management
• Protecting your family
• Business owners
• Family consulting

Investment management

Investing will form an integral part of your financial plan and, like your plan, should be led by your goals, ambitions, and values.

We have a proven and successful investment programme for your wealth, and our investment programme will:

• Help you achieve your life’s goals
• Grow your wealth and combat the eroding effect of inflation
• Ensure you can maintain your living standards throughout your lifetime – so you run out of life before you run out of money
• Allow you to stay invested irrespective of what is happening in the stock markets
• Be delivered in a calm, rational manner and without speculation
• Be transacted as cost efficiently as possible, avoiding expensive, complex funds and keeping costs to you low
• Be transparent
• Be simple