Robert Magee B.A. (Hons), MCIM, Cert PFS
Robert has been advising clients for over 20 years. He received his law degree with honours in 1996; and since then he has specialized in estate planning through the use of trusts. He is a member of the Chartered Institute of Marketing (MCIM) and a certified member of the Personal Finance Society (PFS). He works closely as a consultant with solicitors, accountants and other professionals engaged in the fields of Probate and Inheritance Tax planning.
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Gaenor
Magee Director
The service a company provides its clients is only as good as the efficiency
of its administration system. Gaenor manages all aspects of customer service – from
ensuring a speedy response to client enquiries, collation and reporting on client
portfolio information to managing the smooth running of all associated administration.
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Pat
Gwynne Cert PFS
After 20 years with Lloyds TSB Bank, Pat joined Robert Magee & Associates
as a Researcher and Personal Assistant to Robert Magee. Since then Pat has earned
her Financial Planning Certificate and become a member of the Personal Finance
Society (Certified PFS). Now she advises clients in her own right.
