Put your future in your hands.
Through our personal advice, we help people approaching retirement & high earners to gain clarity on when and how they may be able to retire on their terms.
We deal with
life's difficult questions.
We understand that in approaching the latter part of your working career, questions relating to whether you can afford to retire, when you might be able to retire and what your lifestyle may look like in retirement can be daunting.
Not sure when you can retire
Retirement is a huge transition that takes years to plan for, and without a plan in place, you may not be sure when you can retire or how much you need in order to retire comfortably.
How much money do you need?
You want to understand whether or not you will have sufficient funds to enjoy your desired lifestyle in retirement. You currently don't know what this number is, or how to get there.
Lack of clarity over your future
There are a huge amount of 'what ifs' in the future, and we don't know what is coming round the corner. This lack of clarity can cause some confusion over whether or not you're prepared for whatever is to come.
You're confused by your finances
Money, investing and finances in general is a world full of jargon, confusing language and terminology that most of us don't understand. This makes thinking about the future even more daunting.
Your success partners
We are a team of highly qualified financial planners with over 50 years of combined experience. Mark and Oz are at the helm of our team, and they are supported by a highly knowledgeable and experienced paraplanning and administration team.
Our job is to simplify.
We take the time to get to know you, your vision of retirement and any goals, financial or otherwise, you may wish to achieve. We then show you in a simple manner how this can or cannot be done.
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Create a clear plan
We will create a bespoke financial plan that will give you confidence in knowing that you can achieve your goals and objectives.
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Keep on track
We will be your accountability partner and guide, ensuring that you follow your plan to achieve financial success.
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The truth about your money
We will tell you the truth about your money and finances, be it good or bad, and proactively work together to make any changes required to achieve your goals.
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Retirement Planning
Looking after your money in preparation for, as well as in retirement, including Personal Pensions, Drawdown Contracts and Group Personal Pension Schemes.
Trust & Estate Planning
Passing your wealth down to future generations efficiently, including inheritance tax planning.
Investment Planning
Ensuring your money works hard to achieve all your financial objectives, including Investment Bonds, OEICs/Unit Trusts and ISAs.
Protection Planning
Solutions for individuals as well as employers, including Life Assurance, Income Protection and Key Person Insurance.
The Future Builder
The traditional financial advice model relied on transactions and short-term decisions, and was heavily focused on products and investments. Our style of financial planning focuses on building long-term relationships centered around you and your family.
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We decipher & imagine
The first part of the process involves asking you some big questions about what you would like to get out of your life, and what is causing you any confusion or stress with your finances at the moment.
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We plan with you
Next, we involve you in the building of your plan and start to map out your future, in terms of the things you want to do and what we need to do to get you there.
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We implement and track
Finally, we put the things we recommend into practice and keep up with you on a regular basis to ensure that the financial plan stays on track.
What our clients say:
“I expected to receive information on my finances and an understanding of the value of my pension, but the real value has been the insight into our financial future as a family. The formulation of a plan that reflects our hopes and aspirations. A plan that is realistic, clear, and most of all achievable, and importantly backed up by sound professional advice.”
Mr MC, Wilmslow
“I’ve been using the services of Mark Goldstone for more than 20 years. I’ve recommended MAG Financial Services to several of my friends who are also delighted with the service they get.”
Mrs JD, Islington
“Mark Goldstone and his team at MAG Financial Services offer brilliant financial advice and are experts at preserving and growing personal wealth. I would recommend their services to anyone, particularly those concerned with stewarding their wealth to help future generations of a family to prosper.”