Mark Radford Email & Phone Number

Experienced Financial Planner helping individuals and businesses accomplish their life goals and aspirations. Many of my clients are looking to:• Protect what they've accumulated whilst ensuring their assets are working efficiently for them • Pay no more tax than they need to• Have confidence that their assets will be sufficient to achieve their desired lifestyle without the fear of running out of money• Pass on their wealth to their loved ones in the most tax-efficient wayWith the creation of a personalised financial plan and cash flow forecast, I will help you visualise your financial future to see whether you are on track to achieve your desired lifestyle. If there are any potential problems or shortfalls, I will provide independent advice and let you know what you need to do to overcome these issues. By simplifying your entire financial world, you will gain clarity, confidence, and peace of mind, giving you more time to focus on the other important things in your life. I will meet you regularly and collaborate with your other professional advisers to ensure you stay on track to achieve your goals over the long term.Many new clients still hold high charging investment and pension portfolios. Magus provides clients with low cost, evidence-based investment strategies that help eliminate unnecessary costs and deliver a more successful investment experience.You may already be working with a Financial Planner, but it always pays to get a second opinion. If you would like to hear the truth about money, please get in touch for an initial chat.Specialties: Working with doctors and dentists for the past 25 years, providing advice on all aspects of the NHS Pension Scheme, including the issues surrounding the annual allowance and lifetime allowance.

Listed skills include Pensions, Retirement Planning, Wealth Management, Income Protection, and 14 others.

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  Chartered Insurance Institute

  Financial Planning