Pensions, personal, group and corporate to protect you, your family and your employees life styles in retirement and of course protection, from family, business to mortgage. We will review your situation and advise on the appropriate level of cover for your personal situation or business including protecting against the loss of a key employee, share holder or partner.
We offer high net worth private and corporate clients the personalised service of a friendly local company backed by the infrastructure and highly diverse expertise of the St. James's Place Wealth Management Group. We have first hand experience helping successful entrepreneurs, families, trusts and executives to grow, preserve, manage and transfer their wealth.
Helping clients understand and adapt to the changing financial world is at the forethought of everything we achieve.
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The Partner Practice represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website
www.sjp.co.uk/about-st-james-place/our-business/our-products-and-services
Magor Wealth Management Limited is registered in England and Wales, Number 6439331. Registered Office: 31 Maes Yr Haf, Penclawdd, Swansea, SA4 3YG.
