Wealth Management: Tailored Solutions for Business Leaders

At MGI360, we understand the unique financial needs of directors, partners, and senior management. Our wealth management services are designed to protect your business interests and safeguard your personal financial future. With our bespoke approach, we offer independent advice and strategic planning, ensuring that your wealth grows in line with your goals.

Our Wealth Management Services:

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Shareholder Protection: Protect the continuity of your business in the event of the unexpected. Our Shareholder Protection service ensures that, should a shareholder pass away or become critically ill, the remaining shareholders have the funds needed to purchase the shares, securing the future of the business and providing financial peace of mind.

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Keyperson Insurance: Ensure your business can weather the impact of losing a key member of staff. Keyperson Insurance offers financial protection by providing a lump sum to the company if an essential employee becomes critically ill or passes away. This cover allows you to manage operational disruptions and recruit the right talent during a difficult time.

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Bespoke Personal Financial Planning: As experienced independent financial planners, we provide tailored, personal financial services for directors, partners, and other key members of your organisation. From investment strategies and retirement planning to tax-efficient wealth management, we ensure that your personal finances are structured to achieve long-term success and security.

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Wealth Management for Senior Team Members: While our primary focus is on directors and key partners, we are also able to extend our services to other senior members of your team upon request. We offer bespoke financial planning that considers individual goals and aspirations, from pension planning to estate management.

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Additional Opportunities for Financial Growth:

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Corporate Financial Planning: We offer strategic advice for managing the financial health of your business, including succession planning and business protection, ensuring the longevity and success of your company.

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Tax Planning & Mitigation: Our expert team can guide you through the complexities of tax-efficient strategies, helping you and your business minimize liabilities while maximizing growth.

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Retirement Solutions: Whether you’re looking to create a comfortable retirement for yourself or offer retirement benefits to your employees, we provide comprehensive planning services that ensure a smooth transition to life after work.

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Investment Management: Grow your wealth with confidence. We offer independent investment advice, tailored portfolios, and ongoing management to help you achieve your financial goals while balancing risk and reward.

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Why Choose MGI360?

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Bespoke Expertise: Our wealth management services are tailored to meet the specific needs of directors, partners, and senior management. We recognise the importance of both personal and business financial planning and offer integrated solutions that work across both areas.

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Independent Financial Planners: As independent advisors, we are not tied to any products or providers, allowing us to offer truly impartial advice that serves your best interests.

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Comprehensive Protection: From keyperson insurance to shareholder protection, we offer peace of mind that your business and personal finances are secure, no matter what challenges arise.

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Long-Term Focus: Our goal is to help you build and preserve your wealth for the future, ensuring that your financial strategy aligns with your long-term objectives.