An exclusive Wealth Management Service

Protecting your assets

You’ve worked hard to get where you are. Your wealth and everything you’ve created is a result of your dedication and long hours.

But the unpredictability of life can leave the future of your assets vulnerable if they’re not adequately protected. An unforeseen illness or sudden death could threaten everything you hold dear.

That’s where we can help. We can help you protect your family, your home, contents, cars, business assets and yourself.

We can tailor a strategy that suits your circumstances and factors in any current insurance you already have. We can protect your family through Life Cover, Critical Illness Cover and Income Protection. We can also safeguard your business by offering Relevant Life Policies, Shareholder Protection and Key Man Cover.

Whatever you need, we will help you safeguard everything, no matter what life throws at you.
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Savings and Investments

A stellar savings and investment strategy is the backbone of any wealth-building stratagem. But to attain one requires the expertise, objectivity and knowledge.

Despite having the capital, you may lack the time or confidence to formalise an effective plan. Whether you’re looking to save, invest, or both, we provide exceptional wealth-building strategies to fuel remarkable ambitions.

We’ll analyse your financial situation from all angles. We’ll work with you to understand your risk appetite and tailor a solution that’s conducive to achieving your long-term objectives.

From start to finish, we’ll make sure that your money works hard for you, so that you can focus on what you do best.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society.
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Pension planning

How much money do you need for retirement? Will you be able to live the retirement lifestyle you want? When can you retire? These are all important questions, for the retirement you want to live will be unique.

The long days, nights and sacrificed weekends have put you on a path like no other. You’ll have the freedom to retire to a beach, spend more time with family and travel around the world on a whim… but only if you plan ahead.

A luxurious retirement requires a golden pension strategy: one that’s supported by meticulous planning, financial aptitude and a willingness to go above and beyond expectations. At Paul Magee Wealth Management we do all of this and more.

Our pension specialist will connect your ambitions to your wealth and create a strategy that’ll steer you towards the retirement lifestyle you’ve always envisaged.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Inheritance Tax Planning (IHT)

Inheritance tax planning is a complex area in the world of finance. The laws undergo constant change, requiring Paul Magee Wealth Management to manoeuvre and adjust to these new regulations to preserve your wealth and assets.

Leveraging effective IHT solutions such as Wills and trusts will help to safeguard what’s rightfully yours in the family. Having sacrificed so much to acquire what most could only dream of, HMRC will remain your biggest beneficiary unless you have a specialist IHT planner by your side.

Protect your assets. Protect your legacy and protect your family.

The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.

Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place or Paul Magee Wealth Management and along with Trusts are not regulated by the Financial Conduct Authority.
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Discretionary Fund Management

As a Senior Partner Practice of St. James's Place we have access to discretionary and stockbroking services for investors who have specific investment requirements or preferences, or who want to delegate control of their investments.

These services are provided through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James's Place, and deliver bespoke investment solutions along with dedicated support.

Our discretionary portfolios provide you with access to a wide range of assets for investment, including direct equities, and are designed to meet your individual requirements.

The value of an investment through Rowan Dartington and any income generated may fall as well as rise. You may get back less than the amount invested.
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Business Advisory

Time is rarely on your side when you’re running a business. It takes commitment, hard work, determination and perseverance to succeed.

So when it comes to the business's finances, and indeed your own, you could probably do with a helping hand to ease the pressure and keep things running smoothly. We can help you put the right plans in place. Plans that will help to build your financial security over the longer term.

We offer access to a range of services specifically designed for the corporate world including employee benefits, corporate pension planning and tax mitigation. As a Senior Partner Practice of St. James's Place we also have access to a wide connection of business contacts who can offer specialist advice and support across a whole range of areas.
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Paul listened carefully and explained all the options, which made me feel completely comfortable in making the final decisions.
Stuart
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We needed someone who could give us a really personal approach and that’s exactly what we got with Paul.
Claire and Tom
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Paul’s advice makes me feel comfortable – I don’t need to worry about markets falling and I know how much I can afford to spend.
Carolyn