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Bespoke Financial Planning & Wealth Management

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MMG provide objective and independent financial advice to individuals, families and businesses, tailored to meet their specific needs.

Our services encompass all aspects of financial planning, wealth management and protection. Working in partnership with our clients and other trusted professionals, we help to build their wealth, protect their wealth and pass it on to future generations.

Whatever your financial circumstances; whether you have a lump sum to invest, want to protect your income or your family, or plan for retirement, our team of specialist advisers are here to help.

Pensions

Savings & Investments

Inheritance Tax Planning

Insurance

The initial consultation is provided at our cost and with no obligation. This meeting will include:

• Assisting you to identify your objectives and priorities.
• Explaining how we work with our clients and the costs involved.
• Providing us with an understanding of your personal circumstances and requirements.
• Providing you with an opportunity to ask any questions you may have.

In our second meeting we will:

• Present the recommended strategy and the reasons for this.
• Answer any queries you might have.
• Help you reach an informed decision on how best to proceed.
• Explain and agree your investment risk profile.

Following our meetings, we will provide you with a detailed report confirming the agreed investment strategy. You will have access to Professional Advisers as required, along with regular reviews at an agreed frequency.

Over 25 years of providing financial services to satisfied clients.

The Directors

Harniss Limited

We have been Commercial and Personal clients of MMG since 2013 having been recommended by a friend and colleague.

Both Mike and Jordan have provided advice to all the Directors and Senior Managers of our business using a straight-forward and honest approach. They have always been happy to liaise with our Lawyers and Accountants when reviewing our Corporate planning, including; Pensions, Keyman Cover and Shareholder protection. We are very happy with the service and business culture adopted by MMG and would recommend them without hesitation.

Will Chudley

Bath Rugby

Jordan has assisted me with my personal finances, and I have always found him to be totally professional in his approach.

He has provided with me sound and accurate advice on a number of different issues from pensions, life insurance, critical illness insurance and tax efficient savings schemes. I would not hesitate to recommend Jordan, MMG and their team.

Harry Williams

England & Exeter Chiefs

Jordan has recently arranged my new life insurance policy. He was very approachable and explained everything clearly and in a way that I understood.

Both his advice over the telephone and in writing was concise and pitched at the right level which made me feel confident and secure in knowing that the policy he recommended and arranged was correct for my requirements. I would have no hesitation recommending Jordan to any contacts of mine looking for financial advice and I will definitely be going back to him for further advice in the future. Thanks for all your help!

Gary Kiernan, Joint MD

Lonsdale Direct Solutions

I have known Mike for over 30 years, and he has provided a wide range of financial advice to me, both personally and on a business level during this period.

He has always delivered thorough, honest and comprehensive advice. I have the utmost trust and total confidence in the service that he and his team provide. I would have no hesitation in recommending MMG.

James Sweeney, Managing Director

J Sweeney Accountants

One of the attractions of referring clients to MMG is that Mike and Jordan can give advice across all areas of financial services, including mortgages.

We want our clients to receive advice that complements the advice we provide, so it is reassuring to know that we can recommend them to MMG for all their planning needs. Our clients have complex financial needs that demand professional advice and our relationship with MMG has worked well to provide this.

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