Wealth Management

We understand that wealth management is about more than just the numbers, it’s about helping our clients to build and maintain their desired lifestyle and achieve their dreams. Alongside our partners Verus Wealth we deliver expert management of our clients’ finances and investments to maximise their earning potential, safe guard their wealth and provide security for their future.

Investment Consulting

Making sound financial investments is a personal experience that differs from person to person based on your propensity for risk, your lifestyle goals and your financial priorities. Financial investments should be made with a cool head and MMG’s expertise will ensure you understand the financial vehicles on offer and make sound decisions to grow your wealth.

Financial Planning

Our financial planning advice is designed to help you to better organise your finances so you can plan effectively for the future and build increased confidence and security into your financial future. We provide dedicated specialist advice in all areas of financial planning including Insurance, Pensions, Savings and Investments. MMG will act as your long-term financial partners helping you develop lifetime cash flow planning through to estate planning.

Relationship Management

We work closely with our partners at Verus Wealth to make sure you find a dedicated project manager who will be the cornerstone of your financial affairs. You will be provided with an experienced, dedicated and trustworthy financial expert who will work closely with you to achieve your financial goals. We help you build a long term, lucrative relationship with your wealth manager.

Verus Wealth

Verus Wealth is a key partner to MMG and is known for excellence in the financial planning industry. Founded in 2005 Verus Wealth is an award winning independent financial planning firm and the first in its local area to be awarded the CII’s Chartered Firm Status. As a trusted partner of MMG, you can be confident in the levels of dedicated service Verus Wealth offers. They are the perfect partner to help you secure a bright financial future.

Relationship based + Technology Driven = Tailored Solutions.

Find out how we can help your business achieve real results.

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