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Magus Wealth
  • Min. account size

  • Company type

    Financial Advisor
  • Ownership

    Owner Manager
  • Size of wealth manager

  • Size

    UK Wide
  • Founded


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Magus Wealth Limited Factfile

Magus is a financial planning and wealth management business established over 20 years ago. Magus work with their clients to build a financial plan that link to their clients’ needs and goals: this maybe planning for their retirement, improving their portfolios tax efficiency and increasing income in retirement, reducing their inheritance tax burden or simply providing a second opinion on their current portfolio and financial plan.

Key person:

James West
James West

Relationship Director

Advisory Investment Management

Financial Planning