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The foundations of success

Helping you build and grow.

Our 4 planning principles

Do you want to travel the world, pursue your hobbies or just spend more time with your family?

The success of a financial plan depends on the sum of its parts. Not every factor can be controlled, so we make sure to focus on the ones that can be.

Goals

  • We seek to understand you and your needs.
  • We outline a clear strategy and we make sure to set milestones that are measurable and achievable.
  • We review your trajectory regularly to keep you on track.

Multi Box

  • We pick the right blend of tax wrappers to help your money grow.
  • We maximise your tax allowances.
  • We achieve greater efficiency through ‘multiple savings boxes’.

Property

Individual Savings Accounts (ISAs)

Pension

Limited Company


Shares / Collective Investments

UK & International Bonds

Venture Capital Trusts

Enterprise Investment Schemes

Diversification

  • Your recommended portfolio will be aligned with an asset allocation model that accurately represents your risk profile and aligns with your goals.
  • We reduce portfolio exposure, giving you the opportunity to benefit from appropriate returns.
  • Our strategy is built on reasonable expectations of risk and return.

Perspective and Long-Term Discipline

  • We’ll provide perspectives that prevent costly mistakes.
  • We make sure that we both stick to the plan and are always on track to the goal.
  • We monitor your plan and portfolio closely.
  • We rely on an analytical, data-driven approach that reaches beyond a simple portfolio review.

Find out how we can help you

Get in touch

What our clients say about us

“

Three Pines have been a client of Ian Butler’s and Margetts Wealth for 9 years. Ian has always been very professional in his approach, giving his commitment and understanding to the business needs. We would highly recommend Margetts Wealth to anyone requiring these services, knowing they would receive the impartial advice and support needed to make business decisions easier.

Three Pines
“

James was recommended to us by Richard V.

For a while we had been promising ourselves that we would sort out our various investments, including several pension pots, ISA portfolios and some BTL’s and James was very helpful and diligent in helping us to work out what we had, how to rationalise the situation and help us plan for the future. Since then he has always been available and supportive so that we feel much more confident about our financial position as we approach retirement.

Jackie and Chris
“

I have been a client of Margetts for over 10 years. James Vickers and the rest of the team have always provided an excellent level of service to me and my family, so I have no hesitation in recommending them for both pension and investment advice.

Matthew Kirby
“

With all the uncertainties in today's world, I am relieved to know that my financial interests and investments are continuing to grow steadily under your expert guidance. I have no hesitation in recommending Margetts Wealth Management to my family, friends and colleagues when I get the opportunity.

It is nearly ten years that you have been working on my behalf, to protect and grow my pension, my cautious investments and my recent, more adventurous foray into the AIM investment and I commend you and your colleagues on your professional capabilities. I look forward with confidence to a secure financial future.

John Porter
“

Having been with Margetts for several years there is clear understanding of what service means: you ask questions and almost immediately you get an answer, concise and to the point. Where there is an area of financial depth for research or advice planning, it is put across in a way that you clearly understand.

In fact, I have to say a breath of fresh air to the financial institution: Kevin, Ian and the rest of the team at Margetts are a pleasure to work with.

Adrian HallerManaging Director, Bruderer UK Ltd
“

At AGS we have been referring our most trusted clients to Margetts Wealth for nearly 10 years now.

Margetts Wealth are not your conventional financial adviser, using 'reactive advice'. Instead, we quickly learnt they establish a proactive programme for our mutual clients with a full financial planning service through regular business plans and reviews. In today's complicated financial marketplace, professional and impartial advice is paramount for your company to succeed. All of the advisers at Margetts are committed to understanding you and your requirements and tailor their solutions to your needs.

May long our relationship continue.

Steve Aston FCCADirector, AGS Accountants and Business Advisors Ltd
“

Having received personal and business financial advice from various sources for almost three decades, being recommended to Margetts Wealth feels like a breath of fresh air.

We are receiving very sound advice based on our needs and goals, always delivered in a clear and understandable common sense format, with genuine regard for us as people. I only wish we had had Margetts as our advisers for the last 30 years. We would recommended without reservation.

Jayne Leach and John CurtisQLS Global