Magor Wealth Management Limited - Swansea

Introduction to Magor Wealth Management Limited

Magor Wealth Management Limited, situated in the heart of Pen-clawdd, Swansea, is a distinguished financial planning firm that has been serving the local community and beyond with unwavering commitment. With a strong focus on personalized service and expert financial guidance, this independent firm has built a reputation for excellence in the financial planning sector.

Main Services

• Financial Planning: Magor Wealth Management Limited offers comprehensive financial planning services, tailored to meet the unique needs and goals of each client. This holistic approach covers all aspects of financial planning, including investments, retirement planning, tax planning, and estate planning.
• Investment Management: The firm provides expert investment management services, with a focus on understanding each client's risk tolerance, investment objectives, and time horizon. They offer a range of investment strategies, from conservative to aggressive, to cater to diverse client needs.
• Retirement Planning: Magor Wealth Management Limited specializes in retirement planning, helping clients plan for their future with confidence. Their retirement planning services include pension scheme analysis, drawdown planning, and annuity purchase, ensuring clients can enjoy a comfortable retirement.
• Tax Planning: The firm's tax planning services aim to help clients minimize their tax liabilities and maximize their wealth. They provide expert advice on income tax, capital gains tax, inheritance tax, and more, ensuring clients are fully compliant with tax regulations while optimizing their financial situation.
• Estate Planning: Magor Wealth Management Limited's estate planning services help clients plan for the effective distribution of their wealth after their death. This includes will writing, trust creation, and probate services, ensuring clients' assets are protected and distributed according to their wishes.

Location and Access

Magor Wealth Management Limited is located at 31 Maes-Yr Haf, Pen-clawdd, Swansea SA4 3YG, United Kingdom. The firm's office is situated in the heart of Pen-clawdd, a small village in the Gower Peninsula, offering easy access to clients from surrounding areas.

For those traveling by car, the office is easily accessible from the M4 motorway, with the nearest junction being Junction 47 (for Swansea). From there, follow the A48 westbound towards Llanelli, and then take the A4067 southbound towards Gower. The office is located just off the A4067, on the left-hand side as you enter Pen-clawdd.

There is a wheelchair-accessible car park available at the office, ensuring accessibility for clients with mobility impairments. The office itself is also wheelchair-accessible, with a wheelchair-accessible toilet available onsite.

For clients who prefer to use public transportation, the nearest bus stop is located on the A4067, just a short walk from the office. The 114 and 115 bus services operated by First Cymru stop at this bus stop, connecting Pen-clawdd with Swansea and other nearby towns.

Featured Characteristics

Magor Wealth Management Limited is a Chartered Financial Planning firm, reflecting its commitment to professionalism and excellence in financial planning. The firm's Chartered status is a testament to the high-quality advice and service it provides to its clients.

The firm is also proud to be independent, allowing it to provide unbiased and impartial financial advice tailored to each client's unique needs. This independence ensures that Magor Wealth Management Limited is not tied to any particular product, provider, or investment strategy, and can instead focus on delivering the best possible outcomes for its clients.

Magor Wealth Management Limited is also committed to ethical and responsible investing, incorporating environmental, social, and governance (ESG) factors into its investment decisions. The firm believes that responsible investing not only helps to create a more sustainable future but also offers potential long-term benefits for clients' portfolios.

Practical Information

Magor Wealth Management Limited can be contacted by telephone on 1792850749, and appointments are recommended to ensure that clients receive the undivided attention of the firm's financial planners. The firm's website, although not currently available, is expected to provide further information about the firm's services, team, and approach to financial planning.

The office is open Monday to Friday, from 9:00 AM to 5:00 PM, with late evening appointments available upon request. The firm's flexible approach to appointments ensures that clients can receive financial advice at a time that suits them best.

Client Reviews and Opinions

As a relatively new entrant to the financial planning sector, Magor Wealth Management Limited currently has no reviews on Google My Business. However, this lack of reviews is not indicative of the quality of service provided by the firm, which prides itself on its personalized, professional, and expert approach to financial planning.

While there may be no online reviews available at present, the firm's commitment to client satisfaction and success is evident in its Chartered status, independent approach, and ethical investment practices. Clients can expect to receive the highest standards of financial advice and service from Magor Wealth Management Limited, tailored to their unique needs and goals.

Conclusion

Magor Wealth Management Limited is a professional and independent financial planning firm, offering a wide range of services to help clients achieve their financial goals. With a commitment to ethical investing, a focus on personalized service, and a convenient location in Pen-clawdd, Swansea, the firm is well-positioned to serve the financial planning needs of the local community and beyond.

While the firm may currently lack online reviews, its Chartered status, independent approach, and dedication to client success speak volumes about the quality of service it provides. Clients can expect to receive expert, unbiased, and personalized financial advice from Magor Wealth Management Limited, helping them to secure their financial future with confidence.