Oxford Office - 01865 552 925  |  Witney Office - 01993 776 476 team@themgroup.co.uk

Financial Services & Tax

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.

financial services and tax

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


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



“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 MaceManaging Director, TT Concrete

“We have been working with The MGroup for over ten years and have formed an excellent working relationship where both parties enjoy the benefits of each other’s expertise. We have always found The MGroup’s staff to be professional, courteous and attentive and would not hesitate to recommend their services.”

R Rosser, Chief Executive The In Oxford Group

“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

“The entire, sometimes daunting, process ran on rails from concept to completion thanks to the professionalism of The MGroup.”

Stewart Betts, Director, Houlihan & Co Ltd

“We moved to The MGroup as our business had grown from a small to medium sized one and we needed more comprehensive support on all accountancy matters and detailed support with our SAGE systems. We have been really pleased with the service we have received from The MGroup and wouldn’t hesitate to recommend them to other businesses looking for an all round accountancy service.”

Sarah Steel, The Old Station Nursery Ltd


The MGroup sponsor Gold Medal Networking Event

We’re pleased to announce that The MGroup will be sponsoring Oxfordshire based charity, SeeSaw, at their inaugural Gold Medal networking event. The event is so named as it is to include a motivational talk from Olympic Gold medal winning rower, Greg Searle MBE, whom...

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ACCA Exam Success

We are proud to announce that all of our ten ACCA students have passed their exams at the December sitting, five of which are now part-qualified!

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WOBA’s 2019

  The MGroup are proud to once again be sponsoring the West Oxfordshire Business Awards (WOBA’s). The 2019 awards will see a whole host of businesses and entrepreneurs in West Oxfordshire competing for the twelve prestigious awards. The MGroup will be sponsoring...

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The MGroup

Like to know more about how The MGroup can help you or your business?

Call our offices in Oxford 01865 552 925 & Witney 01993 776 476 or use our form.

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