Wealth Management
To support our advisers we have a high quality support team, who are all experienced industry professionals. Certain staff are chartered financial planners and so have achieved the highest possible qualification in the financial services industry. We use the most up to date technology in order to deliver an excellent service to clients. This includes valuation software, cashflow modelling tools and online client access to reports and valuations.
OUR SERVICES
Investments
We work alongside clients to formulate an investment strategy in line with their financial objectives, personal circumstances and risk profile. We then use our expertise, experience and knowledge of the industry to assist clients in their investment decisions.
Portfolio Management
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We provide a full portfolio management service to clients; supported by leading technology which enables accurate reporting, assists with risk management and performance monitoring. We can also offer clients our ‘active portfolio’ solution which utilises all available products, structures, and fund management groups in the market, and reacts to changing market conditions.
Protection
We advise clients on all forms of individual and business protection, including: life insurance, critical illness cover, health insurance and provision for long term care. The importance of adequate insurance, which is both appropriate and on the best terms, cannot be underestimated.
Pensions and Retirement
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We have expertise in all forms of pensions, including SIPPs, SSASs, stakeholders and personal pension schemes. For businesses we can establish and manage company pension schemes, for auto-enrolment compliance and otherwise, and for individuals we combine pensions with alternative savings strategies that may form part of an overall retirement planning strategy.
Estate Planning
Together with colleagues in our tax and private client teams we work with clients to structure their affairs and investments to protect wealth for the next generation; advising on investment structures, Wills, protection and succession matters and inheritance tax.
Tax Planning
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Together with colleagues from our tax and private client teams we work with clients to reduce their exposure to income tax, capital gains tax, inheritance tax and all other direct taxes by structuring clients affairs in the most tax efficient manner.
OUR TEAM
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DirectorDavid graduated from Hull University in 1987 with an Honours degree in Economics and Social History. After spending seven years with Sun Life, David began his career as an independent financial adviser in 1994 and has since been providing advice to private clients and small businesses on all aspects of their financial planning. David also holds a Diploma in Financial Planning.
DirectorJason graduated from Coventry University in 1992 with an Honours degree in Financial Economics. After spending four years with NPI he started his career as an independent financial adviser in 1996 and has since been advising clients on all aspects of financial planning. Jason also holds a Diploma in Financial Planning.
Senior AdviserRobin graduated from UCLAN in 1991 with an Honours degree in Business Studies. He then went on to work for NPI as a Broker Consultant and continued in this role for five years before becoming an IFA in 1996. Robin advises clients on all aspects of financial planning. Robin holds the Diploma in Financial Planning including Investment Portfolio Management which is an approved qualification for fund management.
Senior AdviserMark joined the industry as a financial adviser for Abbey National in 1992 and spent 10 years working for the company before becoming a financial adviser. Although Mark advises many individual clients on their financial affairs he also has specialism in dealing with employee benefits for small and medium sized businesses. Mark has achieved the Diploma in Financial Planning and the Long Term Care exam.
Independent Financial AdviserRichard joined Magma Wealth Management in 2012 and has a background that includes serving as an army officer and working as a senior manager in the leisure and hospitality industry, before becoming a financial adviser. As a Chartered Financial Planner and a Fellow of the Personal Finance Society, he is amongst the highest qualified advisers in the country. Richard is also an Affiliate member of The Society of Trust and Estate Practitioners and is currently studying for the full STEP Diploma. He uses his specialist knowledge advising private clients and trustees in the areas of investment, pensions and estate planning. Richard also advises business owners, and has recently helped a number of clients prepare for pensions auto-enrolment. Out of the office Richard endures two teenage children and his pastimes include rugby, fly fishing and skiing.
Independent Financial AdviserTerry has over 20 years experience of providing financial advice and wealth management services to private individuals, Trustees and private limited companies. In particular, Terry specialises within the areas of retirement planning, tax efficient investment planning and estate and succession planning utilising trusts.
Independent Financial AdviserDavid has nearly 10 years Financial Services experience and has previously worked for Barclays and Wesleyan Medical Sickness. From his previous employment, David has a thorough understanding of different company pension schemes, which includes extensive knowledge of the NHS pension scheme. David holds the Diploma in Financial Advice and advises his clients on all aspects of financial planning.
Chartered Financial PlannerKim joined the industry in 1984 and has worked for a number of different insurance companies and Independent Financial Adviser firms since then. Kim is a Chartered Financial Planner and joined Magma Wealth in 2012 to provide support to the partners, as well as advising her own clients. In February 2012 Kim was made ‘Honorary Life Vice President’ of the Insurance Institute of Bedford and Milton Keynes for her long service.
Partner Support ManagerCaroline joined the financial services industry in 1998 and since then she has worked in the IFA sector providing high level administrative and compliance support. Caroline joined the company in January 2007 and now has day to day responsibility for supporting the partners of the business. Caroline also deals with all invoices and accounts queries, and holds the Diploma in Financial Planning.For more information on our services and how we can help you or your business please contact us.
Magma Wealth Management Limited is entered on the Financial Conduct Authority register under reference 572383. Magma Wealth Management Limited is an Appointed Representative of Gracechurch Wealth Management LLP, which is authorised and regulated by the Financial Conduct Authority.
Magma Wealth Management Limited is not authorised or regulated by, or registered with, the Institute of Chartered Accountants in England & Wales or the Chartered Institute of Taxation.
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