About us
At MDG Professional Services Ltd, our mission is simple: to help businesses and individuals protect and grow their finances in a way that suits them, not us. Since our humble beginnings in 2003, this client-centric approach has established us as one of the most respected and leading Independent Financial Planning firms in the South of England.
Our team of specialist Independent Advisers provides a full suite of holistic financial planning services to Private Individuals, Corporate Businesses, and Professional Practices.
Our purpose is clear, and our ambitions are unlimited: we want to unlock potential in our people and clients, inspiring confidence, growth, and development. We provide creative solutions and expert advice that empowers you to fulfill your commercial and personal goals.
More than just advisors, we’re your partners.
What’s vitally important to us is building lasting relationships, championing our clients, and providing the best possible business and personal advice. We’re invested in your success.
We want to be the advisors who help you:
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Drive Forward: Overcome challenges and achieve your ambitions.
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Engage in New Ventures: Confidently explore new opportunities.
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Challenge the Established Way: Embrace innovation and disrupt the status quo.
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Embrace the New Abnormal: Adapt and thrive in a rapidly changing world.
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Take Advantage of Opportunities: Seize every chance for growth and success.
Explore our website to learn more about our services and our specialist sectors. Discover what we do and, more importantly, how we do it – with dedication, expertise, and a genuine commitment to your success. Let’s unlock your potential together!
We partner with a diverse range of clients – from regional businesses and family firms to growing organizations, household names, national brands, and major institutions. Our expertise spans across industries and scales.
But we go beyond just supporting businesses. We also advise the people who run them, providing comprehensive legal and financial guidance on personal and family matters. From wills and prenuptial agreements to residential conveyancing and tax planning, we’re here to support you at every stage of life.
Browse these pages and discover how we can help you thrive, both in business and in life. We’re committed to providing expert advice and personalized solutions tailored to your unique needs and goals. Let us be your trusted partner in achieving success, both professionally and personally.
Why Choose MDG Professional Services?
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Expertise, Impartiality, and Relationships: Our unique combination of skills, objectivity, and strong relationship-building has earned the trust of hundreds of satisfied clients.
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Peace of Mind: Knowing that we have made your financial interests our own.
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Clarity and Confidence: We understand that financial planning can be complicated. That’s why we provide clear, honest, and unbiased information, empowering you to make informed decisions about your financial future.
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Integrated Service: We collaborate closely with trusted tax and family law firms to deliver a seamless and comprehensive service for both your personal and business lives.
Our primary aim is to support and advise you at every stage of your life. We’re more than just advisors; we’re partners committed to your long-term success. We help families and businesses navigate all types of financial and legal situations, often supporting our clients from generation to generation.
From planning for your children’s education to securing your retirement and ensuring a smooth transfer of wealth, we provide tailored solutions that adapt to your evolving needs. We’re here to guide you through life’s milestones and challenges, offering expert support and peace of mind every step of the way. Let us be your trusted partner in building a secure and prosperous future for you and your family.
We look forward to hearing from you and arranging a meeting to discuss your financial goals and how we can help you achieve them.
Areas of Expertise
We’re here to work with you on the performance of your business, understanding every part of the operation, your people, processes, current status and forecasted plans. Our role is to share in your vision, to work with you as you progress towards identified goals, and to support and guide you towards finding key areas of opportunity, efficiency and growth.