Magma Wealth Management - Milton Keynes

Magma Wealth Management: A Comprehensive Overview

For individuals and families seeking expert financial planning guidance, Magma Wealth Management presents a compelling option. Located at EFX House, 1 Boycott Ave, Oldbrook, Milton Keynes MK6 2RW, United Kingdom, Magma Wealth Management offers a dedicated service focused on helping clients achieve their long-term financial goals. They operate under the phone number 1788539000 and can be found online at magma.co.uk. This detailed overview will delve into the company’s services, accessibility features, and available information to assist potential clients in determining if Magma Wealth Management aligns with their specific needs.

Specialties: Magma Wealth Management’s core expertise lies in providing comprehensive financial planning services. This encompasses a broad range of services designed to cater to diverse client profiles, including retirement planning, investment management, inheritance tax planning, and estate planning. The firm prides itself on a personalized approach, taking the time to understand each client’s unique circumstances, risk tolerance, and aspirations. Their team of qualified advisors works collaboratively to develop tailored strategies that address current financial challenges and future objectives. They believe in proactive management, regularly reviewing and adjusting plans as life events and market conditions evolve.

Location and Accessibility: The physical location of Magma Wealth Management at EFX House in Milton Keynes is designed with accessibility in mind. Specifically, the premises feature a wheelchair-accessible car park, a wheelchair-accessible entrance, and a wheelchair-accessible toilet. This demonstrates a commitment to inclusivity and ensures that individuals with mobility impairments can access their services comfortably. Furthermore, they provide a standard toilet facility. Appointments are highly recommended to facilitate a thorough assessment of a client’s needs and to allow for sufficient time to develop a customized plan. The address is clearly displayed above for easy reference.

Key Features and Services:

• Retirement Planning: Magma Wealth Management offers robust retirement planning services, assisting clients in determining the most suitable strategies for accumulating sufficient funds to meet their post-retirement needs.
• Investment Management: They provide bespoke investment management solutions, leveraging a diverse range of investment options to align with client risk profiles and financial goals.
• Inheritance Tax Planning: The firm’s expertise in inheritance tax planning helps clients minimize their tax liabilities, ensuring that their wealth is transferred efficiently to future generations.
• Estate Planning: Magma Wealth Management assists in creating comprehensive estate plans, safeguarding assets and providing for the beneficiaries’ well-being.
• Financial Reviews: Regular financial reviews are conducted to monitor progress, identify potential adjustments, and ensure that the client’s plan remains aligned with their evolving circumstances.

Client Feedback and Reputation: Currently, Magma Wealth Management has 0 reviews on Google My Business, resulting in an average opinion of 0/5. This indicates that the company lacks readily available client testimonials at this time. However, this doesn’t necessarily reflect the quality of their services, as a lack of online reviews can often be attributed to a relatively new business or a focus on building a strong reputation through word-of-mouth referrals. It is advisable to seek out independent sources of information and consider scheduling a consultation to assess the firm's approach firsthand.

Additional Points of Interest:

• Wheelchair Accessibility: As previously mentioned, the facility is fully equipped to accommodate individuals with mobility limitations.
• Appointment Recommendation: To ensure a comprehensive assessment and the development of a tailored plan, appointments are strongly recommended.

Contact Information: For further inquiries or to schedule an appointment, potential clients can contact Magma Wealth Management at 1788539000 or visit their website at magma.co.uk. The website provides detailed information about the firm’s services, advisors, and contact details. The address is EFX House, 1 Boycott Ave, Oldbrook, Milton Keynes MK6 2RW, United Kingdom.

In conclusion, Magma Wealth Management presents itself as a professional and client-focused firm specializing in financial planning. Despite the current lack of online reviews, their commitment to accessibility and personalized service makes them a noteworthy option for individuals seeking expert guidance in managing their finances and securing their future. A direct consultation is encouraged to gain a deeper understanding of their approach and to determine if their services are a suitable fit.

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