Our Services

At MGFP we offer a wide range of personal and corporate advice, tailored to the needs of individuals and businesses. We do not sell products but instead focus on forging long term relationships with clients built on trust and understanding. We provide a high level of service, not only at the outset of a relationship but on an ongoing basis, with regular reviews to ensure everything is on track to meet your objectives.

Private Clients

Drawing on our wealth of experience in all aspects of financial planning, we can work closely with a client to create a bespoke strategy, taking into account the most tax efficient and effective way forward. Here are some of the services we offer to private clients:

  • Investment Strategies
  • Tax Planning
  • Pre and Post Retirement Advice
  • School & University Fee Planning
  • Divorce Planning including Pension Sharing
  • Mortgages & Remortgaging
  • Life, Critical Illness and Income Protection
  • Trust & Trustee Investments
  • Estate Planning
  • Inheritance Planning
  • Long Term Care Planning

Business Clients

Our Advisers will work with you to ensure you are able to meet the continuous challenges faced within a competitive business environment. Protection is paramount and keeping a close eye on any existing arrangements to make sure they remain compliant and suitable is key to a well run company. Having the right employee benefits package will help to secure and retain a happy and healthy workforce. This will in turn, motivate and reward staff which will further strengthen your business. We can help you build a cost effective well-organised employee benefits package to serve all budgets. Furthermore, we can assist you in the following areas:

  • Keyman, Partnership and Shareholder Protection
  • Corporate financial planning including investments and deposits accounts
  • Pension planning to include the purchasing of commercial premises
  • Employee Benefits arrangements
  • Group Pension Schemes including Auto Enrolment

Contact Us