Welcome to Magna

A truly independent source of financial advice. We can help you plan for the present and the future. We work with you to understand your goals and help you plan your wealth management.

We are authorised to advise on investments and savings.

We specialise on pension issues in areas such as pension sharing on divorce, SIPP property purchases and we advise businesses on their company pension schemes, in particular on how to prepare for and integrate NESTs - National Employment Savings Trusts.

Call us now to find our more:
01789 490920
Magna Wealth Management, 2 Croft Court, Croft Lane, Temple Grafton, Warwickshire  B49 6PW

or email: angela@magnawm.com

Please note:

  • Decisions should not be taken based solely on the content of the website and individual advice should be sort first.
  • NEST is regulated by the Pensions Regulator.
  • Regulations, levels and bases of taxation are subject to change.
  • The firm is not responsible for the content of external links.
  • Content is aimed at UK residents or residents of MiFID countries.

Visit the Money Advice Service website for more information - www.moneyadviceservice.org.uk