MAGNA: Wealth Management

In the
UK

Magna Wealth Management Ltd provides comprehensive independent financial advice in the UK as well as in Europe. Here is a brief resume of the UK services that we offer:-


FINANCIAL PLANNING

  • Full Personal Financial Analysis including Inheritance Tax Planning
  • Funding Education Expenses


INVESTMENT

  • Information, recommendation and appraisal of existing investments
  • Individual Savings Accounts (ISAs)
  • Unit Trusts, Bonds, OEICs, Friendly Societies etc


PENSIONS

  • Specialists in exit strategies with particular on those nearing retirement
  • Stakeholder Pensions
  • Personal Pensions
  • Executive Pensions
  • Group and Self Administered Pension Schemes


LIFE ASSURANCE

  • Level and Increasing Cover
  • Term Life Assurance
  • Level and Increasing Term Critical Illness Cover
  • Temporary Assurance - Whole of Life Assurance
  • Group and Private Medical Insurance
  • Group and Individual Permanent Health Insurance


In all aspects of finance it is beneficial to obtain profesional advice.
Please contact us if you would like to discuss any of the above financial products or services.

Call us on:
01789 490920
International clients:
+44 (0) 1789 490920
Decisions should not be taken based solely on the content of the website and individual advice should be sought first. Regulations, levels and bases of taxation are subject to change. The firm is not responsible for the content of external links. The content is aimed at UK residents or residents of MiFID countries (if applicable). Magna Wealth Management Limited trading as Expat Pensions is authorised and regulated by the Financial Conduct Authority FCA number 600163.
Registered in England and Wales. Registered Office Suite 2, Croft Court, Croft Lane, Temple Grafton, Warks. B49 6PW. Registered number 07136102. Magna Wealth Management Limited trading as Expat Pensions has the necessary passports to provide cross border advice within countries of the European Economic Area.