Pension Advisory Service

Life & Pensions

We will work with you to meet your life and pensions requirements, provide impartial, balanced advice and make proposals designed to satisfy your immediate and long term goals for financial protection and security.

At a time when the life and pensions industry has witnessed some of the biggest pension reforms, it is crucial that life and pensions advice we give you is thorough and effective. As part of our service we can assess and monitor your existing insurance covers and when required take over their management.

Combining our financial advisory and tax specialist knowledge and skills we can advise you how best to invest, protect and insure.

Our Life & Pensions service is provided by The MGroup Financial Services Limited, being appointed representative of Sanlam Partnerships Limited (who are authorised and regulated by the FCA).

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

NEWS

Oxford Accountants Investing in Their Staff: Experiences From a Trainee Turned Senior Accounts Executive

Career development and longevity are a critical factor in job fulfilment. Happy and engaged staff produce better work. And ongoing training and development are not only good for the individual, but they're also great for clients. Rather than trying to hold senior...

Online business meeting with your local MP Robert Courts on Friday 27th November 2020

We have invited Witney and West Oxfordshire MP Robert Courts to attend a Zoom meeting on Friday, November 27. He will be happy to discuss key and local issues. The session will run from 9 to 10 am. To reserve your place, please email: j.watts@themgroup.co.uk or call...

COVID-19 Second National Lockdown Financial Support Available – 5th November

Second National Lockdown Financial Support Available Summary of all the recent announcements of financial support available to help businesses through the second lockdown through to March 2021 Job Retention Scheme Extended The Job Retention Scheme (JRS) was due to...