Here at Robert Magee & Associates Ltd, we appreciate that you have a choice when it comes to selecting your financial advisor.
Some people need an IFA to make a "one-off" arrangement for them; however, many prefer to engage someone who can deliver more personal and supportive service. Whilst we can provide the former, it is fair to say that our clients tend to prefer the latter; and we have established ourselves on that basis. Therefore, we offer a prestige service to our clients, built on multi-disciplinary expertise and over 50 years of combined experience.
Robert Magee has provided financial advice to clients for over 20 years. Since graduating with honours from law school in 1996, he has developed specialised expertise in estate planning through the use of trusts. Having planned estates worth many millions of pounds, Robert acts as a consultant to solicitors and accountants in the fields of Probate and Inheritance Tax planning.
The Associates at Robert Magee & Associates are experienced in the many diverse aspects of this business. Equally committed to acquiring the technical knowledge, skills and qualifications, every member of our staff serves the specialised interests of our clients and the professionals they trust. In fact, in most cases, it is our clients' lawyers or accountants who have referred them to us. Many consider us to be their principal point of reference for estate planning matters.
If you're looking for an IFA, we welcome the opportunity to discuss your personal circumstances with you. As our client, you can expect us to develop and manage solutions that achieve your stated objectives. In order to understand your individual needs and objectives, our first consultation is free and without obligation.
We would like to make a difference in your future. All you have to do is give us a call: +44 (0)1568 750629.
Robert Magee & Associates Ltd
Tailored financial planning that fits beautifully. |