Wealth Management

I graduated from Hull University with an Honours degree in Economics and Social History.  After spending seven years with Sun Life Broker Services, I began my career as an independent financial adviser, and have since been providing advice to clients on all aspects of their financial planning for over 25 years.  Whilst I do of course hold a Diploma in Financial Planning, my main ambition has always been to help our clients invest and retain their wealth, which they have worked so hard to accumulate.

 

Over the years we have built a strong reputation and are proud not only of our record in providing high quality advice, but also of developing systems to ensure that our clients receive the very highest levels of ongoing advice and service.

 

Away from the office I enjoy playing guitar in a covers band, walking and travel.

I graduated from Coventry University with an Honours degree in Financial Economics.  I then spent the first 4 years of my working life learning the ropes with a life company before launching my career as an independent financial advisor.  I have since been providing advice to clients on all aspects of their financial planning and I have now been doing this for more than 20 years.

 

I hold the Diploma in Financial Planning and I am supported by a strong, highly qualified and well trained team of advisors and staff, enabling us to provide the highest level of ongoing advice and service to our clients.  We provide tailored investment solutions to meet the needs and objectives of our clients and we have the necessary depth, experience and expertise within our financial planning team to deliver this at the very highest level.

 

Away from the office I enjoy badminton, running and golf; although these days most of the running seems to be after my young daughters!

 

Robin 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.

Mark 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.

I joined Magma Wealth Management in 2012 and have 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, I pride myself on being amongst the highest qualified advisers in the country.  I am also a full member of The Society of Trust and Estate Practitioners the global professional association for practitioners who specialise in family inheritance and succession planning.

 

Out of the office my pastimes include rugby, fly fishing and skiing.

I have over 25 years' experience of providing financial advice and wealth management to private individuals, Trustees and private limited companies.

 

My personal strengths are in the areas of retirement planning, tax efficient investment planning and estate and succession planning utilising both trusts and qualifying Business Relief arrangements.

 

Out of the office when not spending time with my wife and young daughter, I enjoy feeding my long standing passion for Liverpool football club.