Robert Magee & Associates Ltd

Here at Robert Magee & Associates Ltd, we appreciate that you have a choice when it comes to selecting your financial adviser, and now, more than ever, clients need advice that they can trust.  As professional advisers, we welcome the current move by the Financial Services Authority to implement changes in our industry, known as the Retail Distribution Review (RDR), and are encouraged by independent surveys that support our belief that a truly independent financial adviser is the best place for clients to seek advice, “Our investigation shows that the high street isn’t the best place to go for investment advice.  If in doubt, consumers should always talk to an independent financial adviser”.  WHICH? Press release, 16 November 2011.

Some clients need an IFA to make a "one-off" arrangement, however, many prefer to engage a firm that will deliver a more personal and ongoing service. Therefore, we offer a prestige service to our clients, built on multi-disciplinary expertise and a wealth of experience.
Robert Magee has advised clients for over 25 years, but since graduating with honours from law school in 1996, he has developed special interest in tax planning and has planned numerous estates worth many millions of pounds. Robert acts as a consultant to solicitors and accountants engaged in the fields of Tax planning.
Our Associates are experienced and yet all continue to develop their technical knowledge, skills and work toward further professional qualifications.
If you're looking for an IFA, we would welcome the opportunity of discussing your personal circumstances and presenting solutions that achieve your stated objectives.  In order to understand your individual needs and objectives, our first consultation is free and without obligation.
Robert Magee & Associates Ltd
Tailored financial planning that fits beautifully
 

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