welcome to mdg
About Us
At MDG Professional Services Ltd., we believe in providing bespoke advice in collaboration with trusted professional associates in the worlds of family law and tax planning. We strongly believe that a client gets a superior service when accountancy, family law and financial planning advice are amalgamated as part of a united team to provide a service that is second to none.
We understand that financial planning advice cannot be given in isolation from other aspects of the client’s situation. It is only through thorough fact-finding that we are able to fully understand these aspects. That is why we work in close association with our trusted professional allies to generate collaborative solutions for our clients that are truly holistic, where the sum of the whole is greater than the constituent parts.
At MDG, we hold some of the highest qualifications in our industry and believe in maintaining our knowledge through continuing professional development. As part of Myers Davison Ginger Ltd., we are directly authorised and regulated by the Financial Conduct Authority and under whose aegis MDG Professional Services Ltd. operates.
Choose MDG Professional Services Ltd. for a truly bespoke and holistic approach to financial planning.
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 [...]
“Peter worked with me to create a lifetime cash flow forecast, We had various plans for retirement and Peter produced different forecasts, again we were pleased to hear that we will be able to accomplish our plans.”
Alan Herring
On completing his research Peter produced a detailed report which we went through together to ensure that I understood his recommendations. His report also considered my personal taxation position on which he also provided advice.
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David Allmand
Peter continues to review my pension investments as part of MDG’s on-going client services and has recently provided me with a long-term financial forecast to illustrate how the pension settlement will support me at retirement.”
Dorothy Thomas
Peter was very supportive during this difficult time and handled the pension part of the divorce to my satisfaction keeping me informed of what was happening and explaining some of the technical details.”
Jane Cagney
We firmly believe that if Peter had not made that little extra effort to find out more about us as part of his comprehensive fact-finding we would not have made the claim and received the sum assured so promptly.”
Steve Good
“For nearly 30 years now, you have guided us through the minefield of financial planning taking into account rapid changes in interest rates, legislation and company mergers and takeovers.
Tim and Fiona Berry”
Your Content Goes Here
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.
Latest Blog
Planning for retirement?
Benjamin Franklin said, “By failing to prepare, you are preparing to fail.” Considering the life-altering implications of retirement, it would be reasonable to expect that thorough planning would be the norm. My experience, however, is that [...]
Leading a Virtual Team
The worst thing about working in a virtual environment is having your original message get completely misconstrued through ineffective communication channels. In kindergarten, there was the game of telephone -- which may have happened in [...]
Should I invest in Real Estate or a pension?
Pensions and the purchase of buy-to-let property continue to be popular investment vehicles for retirement planning. Indeed, pension flexibilities have also resulted in many people considering withdrawing their pension to fund alternative investments, such as [...]
How much will you need to retire?
The Retirement Living Standards, based on independent research by Loughborough University, have been developed to help us to picture what kind of lifestyle we could have in retirement. It shows what retirement could look like [...]
Companies House changes for businesses
Companies could soon see changes to the way they file their accounts as part of incoming legislation to help tackle money laundering and other illicit activity. Following the introduction of the Economic Crime Transparency and [...]
Build Your Client Base
Networking used to mean gathering in a room for a little face time to exchange cards and chat over drinks or a meal. Today, networking is a lot easier. It's as simple as tapping your [...]
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