Welcome to MCG Wealth Ltd
We provide personalised and holistic face-to-face advice to help you build, grow, protect and spend your wealth.
What we do
Our advice covers the following key areas: Pension Planning & ISAs, Onshore and offshore investments (including Trusts when appropriate), Long term financial planning and cashflow forecasting, Mortgages and personal insurance.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation
Trusts are not regulated by the Financial Conduct Authority
Promotions
New Clients
If you are interested in becoming a client we’d love to hear from you. We can offer advice to clients who have, or are on track to have, at least £500k of investable assets.
We offer a no-obligation initial consultation. This can be virtually and/or in person to suit your needs. The purpose of this consultation is to get to know you, establish what advice you require and to see if we are a good fit.
If we are able to help, and it makes sense to take you onboard as a client, we will then undertake a detailed fact find process so that we can prepare a proposal for you. Once you have taken time to consider our proposal, you can then decide whether you would like to take things forwards and become a client.
Testimonials
SJP Approved 23/04/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
