Wealth Management

Our wealth management team are one of the largest teams of independent financial advisers in the region and work with Magma clients to help achieve their business and personal objectives.

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

  • 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

  • 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

  • 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

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.