AAB Wealth

My wife and I moved to Magus Wealth 2 years ago from my previous financial planner and the service and expertise is excellent. Everything is clearly explained and our advisor, Andrew Miedzinski is very professional and knowledgeable.

Having been a client of Magus Wealth over the past eight years, I would have no reservations in recommending them to anyone who values a liberal dose of common sense and care with their financial stewardship. Their holistic approach to advice, calmly offered, is a strategy that has thus far offered me not only excellent outcomes but also peace of mind. No question I have appears to be too dumb and no query goes unanswered. There is a consistency I can rely upon, and at no point have I felt pressured or ‘sold to’. My advisors, Dante Peters and Andy Gardner, seem to value the building of relationships and appear to be genuinely motivated by helping one firstly understand, and then achieve, one’s goals. They seek to unlock why it is you invest, what it really is you hope to achieve or safeguard, and then tailor their advice to best fulfilling those outcomes with as little fuss and fanfare as possible. Easy-to-understand reports and forecasts, as well as daily snapshots on the client portal, all help to monitor performance and outlook, but at no point do Magus let you lose sight of your overall objectives. They aim to help you live the life you wish through judicious planning. Regular financial ‘health checks’ help to give context to any suggested rebalancing of the portfolio, and life’s challenges have somehow seemed less daunting with Magus’ support. They have helped me to plot a course through changing circumstances such as bereavement, redundancy and offspring starting university, and I have total confidence that they will continue to have my best interests at heart and to offer sound, bespoke advice as and when required.

I've been a client for a number of years and my experience has only been positive. My Financial Adviser is great at responding to my changing needs - he communicates with clarity and openness - while always keeping an eye on the big picture. Nothing is too much trouble. Ultimately, Magus Wealth is an organisation I can trust.

I have had the pleasure of dealing with Magus Wealth for many years now. Their service and attention to detail is exemplary. Everyone is courteous and professional in every way, My financial affairs are in the very best hands and I have every confidence in recommending them.

My wife and I have been clients of Magus for almost 8 years now. We are very glad that we were introduced to them. Two work colleagues of mine were Magus clients and told us how pleased they were with the service they received. I am a UK national, my wife is a US citizen whilst a resident here, and our situation is complicated by having financial interests on both sides of the Atlantic. Magus have been able to oversee and advise on everything, and to give us clear simple summaries of our situation - this is incredibly helpful. We are able to ask Magus about any financial idea or need that we have and they can tell us exactly how to achieve what we want and what the impact on our situation would be. We can relax knowing that what had seemed like a very complex situation is now under control, and that we can check on it or explore new ideas at any time and know where we stand. Their advice has been excellent and we have much to thank them for - peace of mind about our finances being perhaps the most important.