Our old IFA was really dry, boring and technical. We often wondered if our money was safe because we had no real association or relationship with him or our money. Then we met Mike. He didn’t discuss our money, he wanted to know what was important in our lives.
We always have the most uplifting, engaging conversations with him about our businesses, children, properties, but we don’t talk about products. The gift of bringing your finances to life is something else altogether and Magus have transformed our relationship with our money.
We’ve had to weather a few changes in our circumstances over the years – redundancy, setting up a new business, and Mike’s been there on the journey with us. He was particularly helpful giving professional and friendly advice as I was setting up 2to3days.com
They know us as people, what our aspirations are, they just ‘get’ the whole holistic Turnbull package. They know what we want to achieve out of life, for us, a house in the Witterings was high up the list. Mike gave us a clear, practical plan of action and helped us see that we could absolutely do that. We felt liberated and went for it, and we love spending time down there.
We’ve been with Magus for over 10 years now and they’ve been consistently supportive, they’re always there when you need them. Their understanding of the big picture, care and attention to detail are first class. I know Mike is always just a phone call away to either discuss a concern or help create a strategic plan that we can fully engage with.
We absolutely trust Magus and cannot recommend them more highly. They just get it.