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Mg Wealth Management Ltd

MG Wealth Management Ltd is a Senior Partner Practice of St. James's Place Wealth Management. We work closely with clients that are seeking to achieve following principal financial objectives- Investment Planning - Retirement Planning - Estate & Tax Planning - Gaining financial protection against risk We are committed to providing high levels of client service at all times. We find that the majority of our new clients are gained through personal recommendation from existing clients, which is testimony to our service standards. We recognise that each client is unique and as such requires a bespoke service tailored to their individual circumstances and future goals. Our aim is to provide a comprehensive service based upon nearly 25 years experience, working closely with our clients to ensure that they receive the right advice at the right time. MG Wealth Management Ltd 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. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

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HeadquartersWarlingham, United KingdomEmployees5(1 to 10)Websitemgwealth.co.ukLinkedIn profileLinkedIn

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Top roles at Mg Wealth Management Ltd

2 distinct titles indexed · top 2 shown.

  • 1director, mg wealth management ltd, senior partner practice at st james's place wealth management
  • 1financial adviser

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