Magus Private Wealth
0203 176 5888
Managing Wealth
Investment Principles
Our Services
What We Do
We use the latest academic financial thinking, planning technology and our advising skills to bring your finances alive & deliver you the life you desire
Managing Your Wealth
Investment Principles
Our Services
Simplicity
Illuminating Your Financial World

We help simplify & organise our clients’ financial world, enabling them to live the life they love

Our focus at Magus is managing private wealth. Our clients have personal, business or family wealth which they wish to nurture within their own lifetime and, for many, through future generations to come.

Managing finances can be a complex affair but it is so much easier when you have a vision of your ideal future life. We take time to understand your broader context — finances, business, family, goals and aspirations — so we can better advise you on how to create a robust plan to achieve these.

Often, there are many pieces to your financial ‘jigsaw’, and we help draw the pieces together, highlighting where they fit and relate to your vision. We also help you identify where there may be gaps in the puzzle that need resolving.

We call our approach, Illuminate — because in gathering all the pieces of your financial world, checking how these interact and advising how best to build a financial plan for the future, we are able to:

  • Shed light on any questions and concerns you have
  • Spotlight the strengths and weaknesses in your existing financial set up
  • Illuminate the best pathway ahead

Importantly, we can tangibly visualise your finances and model different scenarios for you, using our Illuminate software. So if you have a ‘what if I buy a second home?’, ‘what if I retire 3 years earlier?’ or ‘what if I sell my business in 5 years’ vs 10 years’ time?’ type of question in mind, we can help you see the financial impact of those scenarios, enabling you to make more informed & comfortable decisions.

Ultimately, what we do is to give you a roadmap to the future you want to have. One with clear directions and the ability to Illuminate where and when your financial plan may need adjusting. This can be at the start of our relationship with you or further down the line – as life, plans and finances can all change along the way.

Illuminate is state-of-the-art financial planning, that merges decades of experience with bespoke technology to give you visible projections that will bring your financial world to life. Supported by our online client portal, where your documents are held securely for you, your updated finances are instantly at your fingertips, whenever you want to check in.

Magus is the home of future-facing financial planning — and we have your needs firmly at the heart of all we do.

“The Illuminate process made us feel really good: we gained clarity and confidence and know that we can model different situations before we commit to action.”

Chris and Lianne Beer
Simplicity
Illuminating Your Financial World

We help simplify & organise our clients’ financial world, enabling them to live the life they love

Our focus at Magus is managing private wealth. Our clients have personal, business or family wealth which they wish to nurture within their own lifetime and, for many, through future generations to come.

Managing finances can be a complex affair but it is so much easier when you have a vision of your ideal future life. We take time to understand your broader context — finances, business, family, goals and aspirations — so we can better advise you on how to create a robust plan to achieve these.

Often, there are many pieces to your financial ‘jigsaw’, and we help draw the pieces together, highlighting where they fit and relate to your vision. We also help you identify where there may be gaps in the puzzle that need resolving.

We call our approach, Illuminate — because in gathering all the pieces of your financial world, checking how these interact and advising how best to build a financial plan for the future, we are able to:

  • Shed light on any questions and concerns you have
  • Spotlight the strengths and weaknesses in your existing financial set up
  • Illuminate the best pathway ahead

Importantly, we can tangibly visualise your finances and model different scenarios for you, using our Illuminate software. So if you have a ‘what if I buy a second home?’, ‘what if I retire 3 years earlier?’ or ‘what if I sell my business in 5 years’ vs 10 years’ time?’ type of question in mind, we can help you see the financial impact of those scenarios, enabling you to make more informed & comfortable decisions.

Ultimately, what we do is to give you a roadmap to the future you want to have. One with clear directions and the ability to Illuminate where and when your financial plan may need adjusting. This can be at the start of our relationship with you or further down the line – as life, plans and finances can all change along the way.

Illuminate is state-of-the-art financial planning, that merges decades of experience with bespoke technology to give you visible projections that will bring your financial world to life. Supported by our online client portal, where your documents are held securely for you, your updated finances are instantly at your fingertips, whenever you want to check in.

Magus is the home of future-facing financial planning — and we have your needs firmly at the heart of all we do.

“The Illuminate process made us feel really good: we gained clarity and confidence and know that we can model different situations before we commit to action.”

Chris and Lianne Beer
Come and See Us
Looking For
Financial Clarity?

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

Come and See Us
Looking For
Financial Clarity?

 

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

Come and See Us
Looking For
Financial Clarity?

 

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

Come and See Us
Looking For
Financial Clarity?

 

Let's meet for coffee and a chat to see if we can shed some light on your financial world.

Drop us an email with your preferred date and time.

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