
Financial Planning Services

Financial Services & Tax
In this rapidly changing world of financial regulations we work with trusted fellow professionals to meet your requirements, provide impartial, balanced financial services advice and make proposals designed to satisfy your immediate and long term goals for financial protection and security.
There is a huge amount of crossover with tax and financial planning advice and we believe that clients benefit from the comprehensive, professional advice where both tax and financial planning are working together.

Financial Planning Services include:
- Preserving and enhancing your wealth
- Retirement planning
- Savings plans
- Maximising your inheritance for future generations
- Minimising your tax burden
Talk to us
If you are interested in a consultation contact us or speak with the Partner handling your affairs
GET IN TOUCH
We are efficient and friendly advisers and are always happy to advise you on any business matters.
TESTIMONIALS
NEWS
Beat the Tax Rise – Exit Before April 2026
If you are a business owner with thoughts of selling or exiting your business in the next few years, there’s a crucial deadline looming that could have a significant impact on how much value you walk away with. In April 2026 anticipated changes to Capital Gains Tax...
How Long Does It Take to Sell a Business? A Realistic Timeline for Business Owners
Selling a business is a major milestone for any entrepreneur. Whether you're looking to retire, pivot to a new venture, or simply cash in on years of hard work, it’s natural to ask: how long does it really take to sell a business? The truth is, there’s no single...
🌄 We’re Taking on the Yorkshire Three Peaks for SeeSaw Oxford! 🌄
This May Bank Holiday, a team from The MGroup will be swapping calculators for crampons as we take on the Yorkshire Three Peaks Challenge in aid of SeeSaw Oxford, an incredible local charity supporting children and young people who are dealing with the death of a...