
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
NEWS
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