Magus Private Wealth is a chartered financial planning and wealth management business, established more than 20 years ago.

Connecting, listening and understanding are at the heart of our business. For our clients, it’s about creating and nurturing relationships, building trust and looking after them in the best way possible and, to be there for them throughout their financial journey.

We believe what truly sets us apart is our commitment to meet the very highest standards set within our industry.

In 2019 we became members of Cefex and certified for Investment Fiduciary Excellence, placing us amongst an elite group of global firms, with only a handful of firms achieving this status in the UK.  

After obtaining Cefex certification we become members of Gaia – an international network of independently owned investment advisory firms, whose overriding commitment to fiduciary excellence means we always put our clients’ needs first.

We’re proud of The Magus Academy, set up over three years ago, designed to bring talented, ambitious, driven people into our business – where we can help them grow and develop, with a clear career plan in place that’s designed to take them from trainee to fully qualified planner or paraplanner.