welcome to mdg
About Us
Myers Davison Ginger (MDG) are a firm of holistic financial planners and as part of that firm, we strongly believe in providing bespoke advice in collaboration with trusted professional associates in the worlds of family law and tax planning.
We have developed this series of podcasts to demonstrate just how powerful this connected approach can be when dealing with a variety of personal and business situations. We hope you will find the series informative and invite you to contact us to discuss those issues that resonate with you.
Our MDG Services
Financial Planning As members of 5 professional institutions each with their own codes of conduct, we are committed to achieving the highest standards of professionalism. At MDG Professional Services Ltd. (MDG Prof), we provide truly independent financial planning advice from the whole of the market without restrictions. Our full financial planning service [...]
Investments If you're looking to invest your hard-earned or inherited savings, you know that appetites for investment risk will always vary from client to client. That's why we offer fully independent investment advice that is tailored to your individual needs. Our personal advisers specialise in investment planning and take the time to [...]
Retirement Planning Our Retirement Planning service is relevant to almost everyone, as state provision becomes less certain and we look to safeguard our futures and those of our children and grandchildren. Our pension work applies not just to private clients but to businesses too, since we’re able to advise about AutoEnrolment and [...]
Successional Planning Succession planning is crucial for both families and businesses. As members of the Society of Trust and Estate Practitioners (STEP), we work closely with family lawyers to build intergenerational wealth transfer strategies. Our sound knowledge of estate planning, will writing, specialist trusts, and appropriate tax-breaks and reliefs make us the [...]
Later Life Planning Thanks to advances in medicine, we are living longer, healthier lives. While this is great news, it also means that planning for our later years is more important than ever. Many of us will require some form of care in our later years, which can be expensive and stressful [...]
Contingency support Are you prepared for the unexpected? Drawing up contingency plans for a plan ‘B’ means you are ready to switch to an alternative plan should the need arise. This is not just an issue for larger organisations, smaller businesses also need to be able to survive a major disruption. A [...]
Who we are
Find out about Peter and Nicola and why they are so passionate about helping people make the most of their money.
What we’re about
Find out what we’re all about, how we use the collaborative approach with our professional connections to offer you premium service.
Our Podcasts
Listen to MDG Professional Services podcast on your favourite players. In our current series we discuss Intergenerational wealth transfer.
Our Services
We offer a range of services including but not limited to retirement planning & portfolio management.
Case study Video Series
Together with 28 Bells video, we have produced a series of case studies to help dispel the mystery behind planning for your future.
Professional Connections
We have worked with our professional connections for over 10 years. Click to find out who they are and what they can do to assist with your financial future.
Resources
A number of high quality resources to assist with your planning. We believe that some things should be low or no cost so we’ve curated the best resources here.
Events
We produce a number of online and in person training seminars to help you become successful with your financial planning. Check back regularly to see what coming.
