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Financial Planners

MAG Financial Services

MAG Financial Services is a financial planning company located in Cheadle, England. They offer a range of financial services to help clients achieve their financial goals. Their team of experienced financial planners work closely with clients to develop personalized financial plans that meet their unique needs. MAG Financial Services is committed to providing high-quality financial services that help clients achieve financial success.

Introduction to MAG Financial Services

MAG Financial Services is a financial planning company based in Cheadle, England. The company was founded with the goal of providing personalized financial services to individuals and businesses alike. What sets MAG Financial Services apart from other financial planning companies is their commitment to creating customized financial plans for each individual client, based on their unique financial situation and goals.

Services & Products

MAG Financial Services offers a wide range of financial planning services to their clients. These services include retirement planning, investment management, tax planning, estate planning, and more. In addition, the company offers various financial products such as mutual funds, annuities, life insurance, and disability insurance.

Location

MAG Financial Services is located in Cheadle, a small town in Greater Manchester, England. The area is known for its vibrant business community, with many small and medium-sized businesses operating in the area. The town is also home to several parks and green spaces, providing residents with plenty of opportunities to enjoy the outdoors. The three closest public transportation options to MAG Financial Services are Cheadle Hulme Train Station (1.2 miles), East Didsbury Tram Stop (2.2 miles), and Stockport Bus Station (2.5 miles).

Benefits

Customers should choose MAG Financial Services because of the company's commitment to providing personalized financial planning services. The company's team of experienced financial planners takes the time to understand the unique financial situation of each client, and creates customized financial plans to help them achieve their goals. In addition, MAG Financial Services offers a wide range of financial products to help clients achieve their financial objectives.

Good to Know

Customers should be aware that MAG Financial Services is a fee-based financial planning company. This means that the company charges a fee for their services, rather than earning commissions on products sold.

Reviews

Customers have praised MAG Financial Services for their personalized approach to financial planning. Many customers have noted that the company's financial planners take the time to understand their unique financial situation, and create customized plans to help them achieve their goals. Overall, customers have had positive experiences with MAG Financial Services and would recommend the company to others looking for financial planning services.

Amenities

  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management
  • amenity
    free consultation
  • amenity
    online account access

FAQ

What types of financial planning services do you offer?

At MAG Financial Services, we offer a wide range of financial planning services including retirement planning, investment management, tax planning, estate planning, and insurance planning.

How do you customize financial plans to fit individual clients?

We understand that each client has unique financial needs and goals. That's why we take a personalized approach to financial planning by assessing each client's specific situation, goals, and risk tolerance. We then create a customized financial plan tailored to their needs.

What are your fees and how are they structured?

Our fees vary depending on the complexity of the financial plan and the services required. We provide transparent fee structures to our clients and do not charge any hidden fees. Our fees are typically charged as a percentage of assets under management or as a flat fee.

What professional qualifications do your financial planners have?

All of our financial planners are highly qualified professionals with years of experience in the financial industry. Our team includes Certified Financial Planners (CFPs), Chartered Financial Analysts (CFAs), and other industry certifications.

Can you provide references or testimonials from satisfied clients?

Yes, we would be happy to provide references or testimonials from our satisfied clients. We have a proven track record of helping clients achieve their financial goals and are proud of the relationships we have built with them over the years.

Reviews

  • Kasi Shearon

    Professional and very helpful.

    18-06-2019