Services
Our Chartered Status commits us to the Chartered Insurance Institute’s code of ethics & conduct reinforcing the highest standards of professional practice in our business dealings. The firm is directly regulated by the Financial Conduct Authority and we work only for our clients on their behalf, we provide truly independent advice from the whole market with no restrictions.
All advisers and staff work within centrally managed processes to ensure advice and service standards are always maintained at the highest level. We understand, and never forget though, that our business is about people, this is why the working relationship between you and your adviser is so important.
Our priority is to add value to your long term goals. We achieve this by taking a personal approach to your future financial security. The essence of how we work is to clearly identify your objectives and aspirations, and to guarantee from the very beginning of our relationship, a candid, honest and productive partnership.
This open, mutual collaboration grows with you, your family and business, developing your long term wealth creation goals — but always with a constant eye on your current needs and developments.
We offer specific services in the areas of:
Financial Planning –
In a fast-changing and often uncertain world, financial security is priceless. Through lifestyle financial planning, we can help you gain clarity over your current financial picture, create a vision for your future, and design targeted, tailored planning to help you get there.
Investments Planning –
Advice you can trust. At MDGIFA, we know that the world of investment can be daunting; it’s difficult to know where to put your money or whose advice you can trust.
Contingency Support –
Our Protection Planning service gives you the peace of mind that comes from knowing your family will be properly protected if the worst happens.
Later life planning–
As we get older, our lifestyle and priorities change, and that is why planning ahead and making suitable arrangements is one of the keys to a happy and secure position laterin life.
Successional Planning –
Your business is an investment that you might want to monetise before you leave the business. This is why planning your succession well in advance is key.
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.
We are committed to forming long-lasting relationships with our clients to help them achieve more with their money. Our clients are at the heart of everything we do and looking after their wealth journey is a privilege. We build relationships that last longer than a lifetime and are proud to provide advice across generations. We place our clients at the heart of everything we do, because we believe that looking after other people’s wealth is a privilege. We treat your finances as you would yourself – with great care.
Alongside physical and mental health, financial wellbeing is a vital element in achieving a good state of mind and a meaningful quality of life. But financial wellbeing can only come about when you have financial confidence. Our Wealth Planners are here to help you take control of your finances and provide you with the confidence you need to go after the things that matter to you.
Book a meeting
It’s a great way to get your questions answered and find out if MDGIFA is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with one of our team, complete the form below and we’ll be in touch.
