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.
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.