Financial Planning Services

Financial Services & Tax

Have you ever wanted the assurance of knowing that your future financial arrangements have been planned by financial services experts to optimise the balance of income and capital at your disposal through the rest of your life?

In this rapidly changing world of financial regulations we offer you a truly ‘joined-up’ service within the regulatory framework that governs our activities. By conveying information in an accessible manner, we will work with you 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.

Our Financial Planning Service includes advice on:

Preserving and enhancing your wealth
Retirement planning
Savings plans
Maximising your inheritance for future generations
Minimising your tax burden

The MGroup Financial Services Ltd, are a wholly Independent company and as such are not restricted in any funds or investment products we may wish to use for our clients’ wealth management and financial planning purposes.

The company is privately owned and this means that we are not financially tied or obliged to use any particular fund manager or product provider.

The MGroup Financial Services Ltd is an Appointed Representative of Sanlam Partnerships Ltd which is authorised and regulated by The Financial Conduct Authority.
Company Registration Number: 4213388, registered in England.
Registered Office: Cranbrook House, 287/291 Banbury Road, Oxford, OX2 7JQ.
FCA registration No. 206984

Talk to us

If you are interested in a consultation in which we can illustrate the wide-ranging portfolio of packages that best suit your needs, contact us or speak to either: Richard Hall or John Burrill on 01865 404750

GET IN TOUCH

We are efficient and friendly advisers and are always happy to advise you on any business matters.

TESTIMONIALS

I am very grateful and happy to be working with the MGroup. Our main contact is Jessica Mason. She has been fantastic to work with. We are a USA based company expanding into the UK. I have absolutely no experience dealing with VAT and other tax laws regarding the UK. Jessica has held my hand every step of the way and explained things and done detective work to help get the job done. There is no way I could manage this business without her help and her guidance. I would highly recommend her and her firm, the MGroup to anyone.

Kristin Garrett-Jarvis, CFO - InfiniteAloe UK Ltd

"My company was recently introduced to the M Group because we undertook an MBO and they advised us to a successful conclusion. As part of this exercise they undertook due diligence work to show the lender that the deal would be fundable. In my view the standard of their work was excellent and I would recommend them to other potential clients. Many of the bigger professional firms no longer put their client’s requirements and interests first, they tell you what can’t be done not what can. I am glad to say that M Group are refreshingly different in this respect."

Simon E Hersh, FD – NS Optimum Ltd

"Mr Green has served as the personal tax accountant for my wife and myself since 2013. He has always been diligent and scrupulous in preparing our annual tax returns. He has also dealt efficiently and successfully with the Revenue Service on my behalf, regarding a charitable business account. I am pleased to recommend him wholeheartedly to any potential client."

Professor S Gordon

“Without a doubt, I recommend speaking with The MGroup. They are very knowledgeable, very understanding, have a good feel for our business and accommodate us quickly when we need help. We frequently get approaches from other accountancy firms and I tell them that we have no need to look elsewhere as everything is catered for very efficiently by Peter Smith and his team. I couldn't fault them."

Peter Mace, Managing Director, TT Concrete

“Fortunately, when we were ready to expand our company to the UK we were referred to The MGroup. As a North America based enterprise we had little knowledge of UK business and tax matters. The MGroup helped us with everything from compliance and payroll regulations to establishing a banking relationship. The staff members are very responsive and we continue to rely on their support as our UK operations grow.”

Laurie Diaz, V.P. Corporate Controller, Yardi Systems

“Mark has given me excellent Corporate Finance advice and support for 3 years and I would thoroughly recommend him. He is very tenacious in finding suitable companies to acquire and then good at negotiating and putting deals together, including the all important funding. He is also very innovative in finding solutions to issues arising along the way.”

Mark Swaby is a Management Buy In client

“I used The MGroup for the first time to buy another Drainage Company to add services & coverage to my own. Mark and his team give a top rate service from start to end and we achieved the purchase within 5 months – good honest, knowledgeable advice from people who know their stuff.”

Paul Marshall, Unbloc

"It is always a pleasure dealing with the M Group as they provide immediate assistance when we need it and are always prepared to go the extra mile to provide an excellent service to their clients. I have no hesitation recommending them and we have been extremely satisfied for many years."

Mr D Rist, Kennington Flooring Limited

""The MGroup have really been there for me and my business through the good times and the more difficult ones. Their advice has always been spot on, and has really helped me to plan ahead and to consider angles on decisions which I might not have thought about otherwise. As well as being admirably clear and straightforward, everyone I have dealt with there has been friendly, patient, and thoughtful, and has really taken the time to get to know my business."

Jessica Harvey-Smith, Debate Chamber Limited

"The MGroup team guided me through the entire buying process from my first inquiry to post-transaction. I understood what was achievable for me, and the personable, approachable nature of the team members enabled us to form a trusted partnership. MGroup acted on my behalf, always with professionalism and diligence. They were proactive and conscientious and I have recommended them to one of my contacts who is looking to conduct a buy/sell transaction. "

Alex Forster, Hunt Bespoke Kitchens Ltd

"We were recommended to use MGroup by our solicitor, and they proved to be invaluable in helping us acquire ownership of the company. After taking the time to come and visit our business premises, MGroup understood our industry, our situation and our hopes and expectations. MGroup were efficient and supportive and on hand, often at short notice, to join calls, answer questions and guide us through the entire MBO process. MGroup have been efficient and thorough throughout the process, and are still supporting us on some additional tasks even though we have completed our MBO. We will definitely go back to MGroup in the future if we need require any further financial services."

Andrew Simpson and Sam Kemp, Apex Fluid Engineering Ltd

NEWS

The MGroup Commits to Driving a Good Cause with the Twin Town Challenge

Lovers of cars, good causes, and bonding team events, The MGroup is proud to announce its participation in the upcoming Twin Town Challenge over the 29th of April 2022 long weekend. Running every two years (apart from a COVID affected 2020/21), the Twin Town...

Business Club Webinar on 17th Sept 21 Welcomes Jon Ellard & Nick Hughes to Talk on Sales and Marketing

Following an extremely popular first edition of The MGroup Business Club monthly webinar with Helen Joy of People Spark -- on the topic of the post-pandemic workforce --, we are delighted to announce the next event, coming on the 17th of September. Talking on the...

The MGroup Launches New Business Club & Webinar with Helen Joy at People Spark

From the beginning of 2021, we've been running a webinar series with Nick Hughes of Dynamic Coach on the theme of Planning and Recovery, getting back to business post-pandemic. Designed to support the Oxfordshire business community, these webinars became a humbling...