Magus Private Wealth
0203 176 5888
The Magus Difference
Meet the Team
Join
Us
Who We Are
Magus is a closely knit business of highly dedicated advisers
and staff that always put you first. Your success is our success
The Magus Difference
Meet the Team
Join Us
Welcome
Join us for
the Journey

Introducing Magus Private Wealth. A uniquely different private wealth planning business

Since 1998, Magus has been on a journey of business & culture building. Along the way we've formed some wonderful lifelong relationships with our colleagues, our partners and of course our clients.

As we continue to grow, we are looking for like-minded people to join us on the venture ahead.

If you're a financial adviser who wishes to develop meaningful and structured relationships with clients, whilst having the freedom to build your own equity business within a growing, forward-thinking, independent business, then Magus is the solution for you.

 

What is the Magus Difference?

We've built a clearly defined offer that we can take to clients and to potential new partners alike. This has been distilled into three pillars at our heart that have had a profound effect on the success of Magus, our partner advisers' businesses and our clients' lives.

Service
Simplicity
Structure
 

The True Meaning of Service

What does ‘service' mean to you? For us it means truly caring about our clients and their whole financial world. It's about making our client central to everything we do.

Our dedicated teams who support you in delivering impressive service levels also help free your time for direct client interaction. Partner advisers joining us have often previously spent up to 50% of their time on administrative tasks, but at Magus our partner advisers are freed from this by the excellent admin and technical support teams. This enables you to focus your time on professional tasks:

  • Making contacts
  • Planning
  • One-on-one client conversations
  • Expanding your client base
  • Relationship-building

It's a great approach that gives clients more of what they want and gives you greater freedom and time to focus on what's important: your clients.

 

From Confusing Complexity to Delightful Simplicity

We help our clients build a long-term plan which will:

  • Simplify what can be a complex and confusing financial world
  • Give clients a clear perspective on their finances, so they can make more informed decisions
  • Help clients feel confident that everything is understandable and being looked after by us, so they don't have to worry

And we seek to keep things simple internally too – so it's easier for our Magus partner advisers and clients to enjoy a stronger and more mutually beneficial experience.

 

Delivering the Right Structure

We also have the right structures in place to help us deliver well. These include the core elements of our offer such as Illuminate, our client forecasting and scenario modelling system.

Similarly, the Magus online portal is a major benefit for our clients, providing instant access to their whole financial world, from valuations to documentation, in one secure location.

Our structures also include our overall client planning approach, from initial meeting and discussion frameworks through to regular reviews, rebalancing recommendations and taking clients through any changes required. Smooth and efficient internal processes that will make your life easier.

 

Magus Today

Magus is a progressive private wealth planning business. We are an owner-managed business so have no external shareholders to manage. Instead, we focus on what matters most to us.

Magus is led by its three owner/directors:

Magus is in the top 10% of IFAs by:

  • Turnover
  • Average client size
  • Assets under management

We attract a strong, wealthy client base and we are passionate about aligning our clients' money to their dreams and goals. Magus is Chartered and has been fee-based since 2006.

We have specifically shaped the business to enable our partner advisers to grow their own income, as well as contribute to overall business growth. We provide a well-structured and highly qualified back office team that allows the partner adviser to deliver the best ongoing service to their clients, and bring on new clients in a structured and process-driven manner. We invest significant time into our partner advisers when they join our thriving teams.

 

Our Vision

We have our eyes firmly focused not just on today, but also a bigger, bolder future. we're firmly heading towards being in the top 5% of IFAs.

We will achieve this though organic client growth and recruiting suitable partners with a loyal client following. These partners will ideally want to build their financial service practice with the support of a business that positively encourages growth and shares the equity value of what they build.

Our vision is a collective one where everyone will benefit from this growth including shareholders, partner advisers, clients and our teams. We want to recruit 15 partners to join Magus over the next 3 years.

Magus has given me the platform to grow my financial planning practice. I've been able to develop and build much deeper relationships with professional introducers to provide joined up advice and better serve their clients. I'm able to rely on the members of the client support team to bounce off ideas and for administration, research and technical support. This frees me to focus my efforts where they are best spent — on building and managing client relationships.

Zac Ghadially

Meet us for a Coffee

We're looking for forward-thinking individuals who will thrive on helping deliver the Magus client experience and will enjoy being part of the Magus culture.

If this is you, we'd love to hear from you. Come and meet us for a coffee and chat. Complete the contact form below, or simply give us a call on 0203 176 5888.

Welcome
Join us for
the Journey

Introducing Magus Private Wealth. A uniquely different private wealth planning business

Since 1998, Magus has been on a journey of business & culture building. Along the way we've formed some wonderful lifelong relationships with our colleagues, our partners and of course our clients.

As we continue to grow, we are looking for like-minded people to join us on the venture ahead.

If you're a financial adviser who wishes to develop meaningful and structured relationships with clients, whilst having the freedom to build your own equity business within a growing, forward-thinking, independent business, then Magus is the solution for you.

 

What is the Magus Difference?

We've built a clearly defined offer that we can take to clients and to potential new partners alike. This has been distilled into three pillars at our heart that have had a profound effect on the success of Magus, our partner advisers' businesses and our clients' lives.

Service
Simplicity
Structure
 

The True Meaning of Service

What does ‘service' mean to you? For us it means truly caring about our clients and their whole financial world. It's about making our client central to everything we do.

Our dedicated teams who support you in delivering impressive service levels also help free your time for direct client interaction. Partner advisers joining us have often previously spent up to 50% of their time on administrative tasks, but at Magus our partner advisers are freed from this by the excellent admin and technical support teams. This enables you to focus your time on professional tasks:

  • Making contacts
  • Planning
  • One-on-one client conversations
  • Expanding your client base
  • Relationship-building

It's a great approach that gives clients more of what they want and gives you greater freedom and time to focus on what's important: your clients.

 

From Confusing Complexity to Delightful Simplicity

We help our clients build a long-term plan which will:

  • Simplify what can be a complex and confusing financial world
  • Give clients a clear perspective on their finances, so they can make more informed decisions
  • Help clients feel confident that everything is understandable and being looked after by us, so they don't have to worry

And we seek to keep things simple internally too – so it's easier for our Magus partner advisers and clients to enjoy a stronger and more mutually beneficial experience.

 

Delivering the Right Structure

We also have the right structures in place to help us deliver well. These include the core elements of our offer such as Illuminate, our client forecasting and scenario modelling system.

Similarly, the Magus online portal is a major benefit for our clients, providing instant access to their whole financial world, from valuations to documentation, in one secure location.

Our structures also include our overall client planning approach, from initial meeting and discussion frameworks through to regular reviews, rebalancing recommendations and taking clients through any changes required. Smooth and efficient internal processes that will make your life easier.

 

Magus Today

Magus is a progressive private wealth planning business. We are an owner-managed business so have no external shareholders to manage. Instead, we focus on what matters most to us.

Magus is led by its three owner/directors:

Magus is in the top 10% of IFAs by:

  • Turnover
  • Average client size
  • Assets under management

We attract a strong, wealthy client base and we are passionate about aligning our clients' money to their dreams and goals. Magus is Chartered and has been fee-based since 2006.

We have specifically shaped the business to enable our partner advisers to grow their own income, as well as contribute to overall business growth. We provide a well-structured and highly qualified back office team that allows the partner adviser to deliver the best ongoing service to their clients, and bring on new clients in a structured and process-driven manner. We invest significant time into our partner advisers when they join our thriving teams.

 

Our Vision

We have our eyes firmly focused not just on today, but also a bigger, bolder future. we're firmly heading towards being in the top 5% of IFAs.

We will achieve this though organic client growth and recruiting suitable partners with a loyal client following. These partners will ideally want to build their financial service practice with the support of a business that positively encourages growth and shares the equity value of what they build.

Our vision is a collective one where everyone will benefit from this growth including shareholders, partner advisers, clients and our teams. We want to recruit 15 partners to join Magus over the next 3 years.

Magus has given me the platform to grow my financial planning practice. I've been able to develop and build much deeper relationships with professional introducers to provide joined up advice and better serve their clients. I'm able to rely on the members of the client support team to bounce off ideas and for administration, research and technical support. This frees me to focus my efforts where they are best spent — on building and managing client relationships.

Zac Ghadially

Meet us for a Coffee

We're looking for forward-thinking individuals who will thrive on helping deliver the Magus client experience and will enjoy being part of the Magus culture.

If this is you, we'd love to hear from you. Come and meet us for a coffee and chat. Complete the contact form below, or simply give us a call on 0203 176 5888.

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