Magus Wealth - Crawley

David B.

Magus are an outstanding firm. They are always focussed on us as the client and what our hopes, aspirations and plans are. I have dealt specifically with Zac Ghadially for about 10 years now and he is a really great guy and provides expert timely advice. In addition, I have met several of the team at Magus and they are all excellent and great people to deal with. I have referred Magus to a number of my company's clients and they have all found them to be excellent too. I cannot recommend them too highly.

Corrine M.

Simon Reynolds has been advising me for around 20 years, helping to build my investment portfolio and plan for retirement. His advice and counsel have always been excellent. He is both proactive and always responsive to my requirements, providing confidence throughout market movements. As part of Magus Wealth, he offers exactly the service I need. And he is an extremely nice guy - always keen to look out for my best interests.

carl T.

Can’t recommend Magus enough. I was looking to sell my share in a business I had been part of for over 12 years. It was quite overwhelming, there was so much to consider. Jamie Stanford’s help and guidance has been invaluable and helped me both on a professional and personal level. Jamie is a great listener and a genuinely nice guy, who totally understands my needs.

I have a clear plan in place, which gives me peace of mind and I’m now lucky enough to be enjoying early retirement and spending more time with my family.

Simon J.

I've been a client for a number of years and my experience has only been positive. My Financial Adviser is great at responding to my changing needs - he communicates with clarity and openness - while always keeping an eye on the big picture. Nothing is too much trouble. Ultimately, Magus Wealth is an organisation I can trust.

Geoff W.

I have received financial advice and planning from Magus for the past 19 years and I have come a long way in that time. I knew little of financial planning at the outset but Mike Aitken helped me think about the future and to consider the financial position that I would like to be in at retirement. It was good to sit down with Mike and develop a financial planning strategy that suited my needs. Magus has done an excellent job for me over the years and I can honestly say that I am now in a stronger financial position today than I would have been without their advice. I can confidently recommend this company to anyone who wants to discuss personal financial planning.

Clare S.

A chalk and cheese experience compared to previous financial advisers, who I've found to only ever be in 'product selling mode'. The Magus team do genuinely ask everything relevant about your life and what you want to achieve, then create a visual plan, year by year, of how your finances will pan out. This is the first time I've ever had a detailed understanding of how my disparate pensions, investments and policies etc tally up together, and its hugely helpful to know if it's enough to cover the life I want to lead. The investment structure that Magus recommended has simplified my finances and has also performed strongly over the past 5 years. I'm also very happy with the team who I've found to be professional, responsive and good listeners.

Colin M.

I have a 30 year career in financial services including a short time as a financial advisor. For the main part I have supported large pension schemes which means my day to day job involves investing, asset allocation and markets.

My wife Amanda is Operations Director at Magus and introduced me to Dante to discuss our financial plan. It surprised me that we didn’t talk much about investing. It was covered well and our financial position but the real value came from our planning for the future. We explored what is important to us (children etc.) and how we want to spend our future years. As a result we have agreed that we should start on that now, not wait for that mythical day when everything else is in place. The outcome is we have started to get involved in other things, take more short trips and have the long wanted historic MGB in the garage!

Matt D.

Having been a client of Magus Wealth over the past eight years, I would have no reservations in recommending them to anyone who values a liberal dose of common sense and care with their financial stewardship. Their holistic approach to advice, calmly offered, is a strategy that has thus far offered me not only excellent outcomes but also peace of mind. No question I have appears to be too dumb and no query goes unanswered. There is a consistency I can rely upon, and at no point have I felt pressured or ‘sold to’.

My advisors, Dante Peters and Andy Gardner, seem to value the building of relationships and appear to be genuinely motivated by helping one firstly understand, and then achieve, one’s goals. They seek to unlock why it is you invest, what it really is you hope to achieve or safeguard, and then tailor their advice to best fulfilling those outcomes with as little fuss and fanfare as possible. Easy-to-understand reports and forecasts, as well as daily snapshots on the client portal, all help to monitor performance and outlook, but at no point do Magus let you lose sight of your overall objectives. They aim to help you live the life you wish through judicious planning.

Regular financial ‘health checks’ help to give context to any suggested rebalancing of the portfolio, and life’s challenges have somehow seemed less daunting with Magus’ support. They have helped me to plot a course through changing circumstances such as bereavement, redundancy and offspring starting university, and I have total confidence that they will continue to have my best interests at heart and to offer sound, bespoke advice as and when required.