Magor Wealth Management Limited - Swansea

Introduction to Magor Wealth Management Limited

Magor Wealth Management Limited, situated at 31 Maes-Yr Haf in the picturesque town of Pen-clawdd, Swansea, is a distinguished financial planning firm dedicated to helping clients manage and grow their wealth. With a commitment to bespoke, personalized service, the company has carved a niche for itself in the competitive world of financial management.

Main Services

Magor Wealth Management Limited offers a comprehensive range of services designed to cater to the diverse financial needs of its clients. Here are some of their key services:

• Financial Planning: The core service offered by Magor Wealth Management Limited is financial planning. This holistic approach involves assessing a client's financial situation, understanding their goals, and developing a tailored strategy to help them achieve their objectives.
• Investment Management: The firm provides expert investment management services, aimed at helping clients grow their wealth. They offer a range of investment strategies, from conservative to aggressive, depending on the client's risk tolerance and investment goals.
• Retirement Planning: Magor Wealth Management Limited specializes in helping clients plan for their retirement. This includes strategies for pension accumulation, drawdown, and annuities.
• Estate Planning: The firm also assists clients in planning for the distribution of their assets after their death. This includes advice on wills, trusts, and inheritance tax planning.
• Protection Planning: Magor Wealth Management Limited offers advice on protection planning, including life insurance, critical illness cover, and income protection.

Location and Access

Magor Wealth Management Limited is located in the heart of Pen-clawdd, a small town in South Wales known for its beautiful coastal views and rich history. The office is situated at 31 Maes-Yr Haf, just off the A4118 road, making it easily accessible by car. The nearest train station is Swansea, approximately a 20-minute drive away, with regular services to and from London Paddington.

For those who prefer public transport, the 114 and 115 bus services run regularly between Swansea and Pen-clawdd, stopping near the office. There is a wheelchair-accessible car park nearby, as well as dedicated wheelchair-accessible toilet facilities in the office.

Featured Characteristics

Magor Wealth Management Limited stands out for several unique characteristics that set it apart from other financial planning firms:

• Personalized Service: The firm prides itself on its personalized service. Each client is assigned a dedicated financial planner who takes the time to understand their unique financial situation and goals.
• Independent Advice: As an independent firm, Magor Wealth Management Limited is not tied to any particular product provider. This allows them to provide unbiased, independent advice tailored to each client's needs.
• Continuity of Service: The firm understands the importance of long-term relationships with clients. They strive to provide continuity of service, with clients often working with the same financial planner for many years.
• Community Involvement: Magor Wealth Management Limited is actively involved in the local community. They regularly sponsor local events and initiatives, reflecting their commitment to supporting the communities in which they operate.

Practical Information

Magor Wealth Management Limited is open from Monday to Friday, 9:00 AM to 5:00 PM. However, they can also accommodate clients outside of these hours by appointment. It is recommended that clients call ahead to schedule a meeting to ensure the financial planner they wish to see is available.

The firm can be contacted via phone on 1792850749 or via email at [[email protected]](mailto:[email protected]). While the website is currently under development, clients can find up-to-date information on their services on their social media platforms.

Client Testimonials

While Magor Wealth Management Limited currently has no reviews on Google My Business, the firm's commitment to providing high-quality, personalized service has earned it a reputation as a trusted financial planning firm in the local community. Clients often praise the firm's professional yet approachable nature, as well as their ability to provide clear, easy-to-understand advice.

Conclusion

Magor Wealth Management Limited, with its comprehensive range of financial planning services, personalized approach, and commitment to the local community, stands out as a leading financial planning firm in Pen-clawdd, Swansea. Their unique characteristics, combined with their convenient location and accessible facilities, make them an attractive choice for anyone seeking expert financial advice. Despite the lack of online reviews, the firm's reputation in the local community speaks volumes about the quality of their service.