MMG Wealth Management
Securing your fi nancial future
Wealth management is not just about addressing immediate fi nan- cial needs – it’s about securing a legacy for future generations. Whether planning for retirement, managing investments or safe- guarding assets, seeking expert fi nancial advice is essential to make informed decisions that can shape the years ahead. Since its inception in 1991, MMG Wealth Management has
provided discerning clients with bespoke financial guidance. Founded in Northamptonshire by Mike McGuire, the fi rm has evolved under the leadership of his son, Managing Director Jordan McGuire. Jordan is a Chartered Financial Planner with over 14 years’ expe-
rience in the fi nance industry. He began his career as a Chartered Accountant at Deloitte in London, where he advised FTSE 100 com- panies and Premier League football clubs. Jordan now specialises in pension and investment planning and provides expert advice on all aspects of personal fi nance. Today, MMG boasts a team of 11 skilled professionals dedicated
to delivering a personalised, client-centric experience. Jordan explains the company’s philosophy: “Our growth over
recent years refl ects our commitment to off ering unparalleled service. Wealth management is increasingly on people’s minds, given changes in tax rules, frozen tax bands, and the broader economic impact of global events. Our role is to ensure our clients are well-prepared for the challenges and opportunities ahead.”
Comprehensive wealth management solutions MMG specialises in tailored advice across key areas of financial planning: ■ Pensions: in-depth reviews of existing pensions, with strategies to optimise outcomes for long-term security.
■ Savings & Investments: recommendations designed to align with individual goals, whether for capital growth, education funding, or tax effi ciency.
■ Inheritance Tax Planning: practical solutions to help clients preserve their wealth and pass it on to loved ones with minimal tax implications.
■ Insurance: thorough evaluations to address potential shortfalls, ensuring robust protection for every stage of life.
■ Additional Services: expertise in complex financial matters, including mortgages and equity release, venture capital trusts, and enterprise investment schemes.
A commitment to excellence All MMG fi nancial advisors are chartered professionals, a distinc- tion Jordan believes is non-negotiable. “Every advisor here is chartered,” he said. “T is ensures that
clients always work with highly qualifi ed professionals who meet the rigorous standards required to manage portfolios eff ectively. It’s about providing the expertise our clients expect and deserve.”
ALL THINGS BUSINESS | 42
MMG’s proactive approach extends to its Investment Committee,
which convenes quarterly to assess market trends and adjust strategies as needed. T is meticulous oversight ensures that client portfolios are managed with precision and care, mitigating risks while capitalising on opportunities. One of MMG’s core messages is the importance of early
fi nancial planning. Jordan said: “Starting early allows us to identify gaps and
address them well before they become challenges. Many clients come to us with investments they haven’t reviewed or changed in years. T e earlier we engage, the more options we have to ensure the desired outcomes.” For those unsure about where they stand, MMG offers a
transparent and obligation-free initial consultation. “We take the time to understand your situation, review your
fi nancial standing, and outline the steps to achieve your goals,” added Jordan. “T ere’s no pressure – our focus is on clarity and empowerment. T e greatest satisfaction comes from showing clients they’re on track for their dream retirement or, even better, helping them retire sooner than they thought possible.” At MMG Wealth Management, the focus is on creating long-lasting
relationships with clients who value expert guidance and tailored fi nancial solutions.
To arrange a no-obligation consultation, contact MMG on 01604 646512, email
info@mmgfm.co.uk, or visit
www.mmgfm.co.uk
Page 1 |
Page 2 |
Page 3 |
Page 4 |
Page 5 |
Page 6 |
Page 7 |
Page 8 |
Page 9 |
Page 10 |
Page 11 |
Page 12 |
Page 13 |
Page 14 |
Page 15 |
Page 16 |
Page 17 |
Page 18 |
Page 19 |
Page 20 |
Page 21 |
Page 22 |
Page 23 |
Page 24 |
Page 25 |
Page 26 |
Page 27 |
Page 28 |
Page 29 |
Page 30 |
Page 31 |
Page 32 |
Page 33 |
Page 34 |
Page 35 |
Page 36 |
Page 37 |
Page 38 |
Page 39 |
Page 40 |
Page 41 |
Page 42 |
Page 43 |
Page 44 |
Page 45 |
Page 46 |
Page 47 |
Page 48 |
Page 49 |
Page 50 |
Page 51 |
Page 52 |
Page 53 |
Page 54 |
Page 55 |
Page 56 |
Page 57 |
Page 58 |
Page 59 |
Page 60
