Paul Magee Wealth Management

Paul Magee Wealth Management

Financial-Services

Bristol , South Glou...
Company Tagline

We Help People Achieve their Life Goals! Wealth Management for Business Owners, CEO's and High Flying Executives

Industry Category
Financial-Services
Company Description

Paul Magee Wealth Management is dedicated to helping individuals achieve their life goals through comprehensive wealth management strategies. With a strong focus on client service and a deep understanding of individual needs, Paul Magee Wealth Management offers tailored financial solutions for business owners, CEOs, and high-flying executives. The firm's approach centers on building long-term relationships and providing expert guidance to help clients navigate the complexities of wealth management.

Located at 2610 The Quadrant, Aztec West, Bristol, South Gloucestershire BS32 4AQ, GB, Paul Magee Wealth Management specializes in investment planning, retirement planning, and inheritance tax planning. Paul Magee Wealth Management prides itself on delivering personalized service and creating financial plans that align with each client's unique aspirations and circumstances. Their expertise extends to family wealth, private clients, and intergenerational planning, ensuring that clients' financial legacies are well-managed.

Paul Magee Wealth Management is committed to providing top-tier financial advice and building lasting relationships with its clients. The firm aims to empower individuals to achieve their financial objectives and secure their futures. We invite the manager of Paul Magee Wealth Management to create a customized and exclusive company showcase and product listing on our platform.

Key Personnel / Employees

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Comparison Field
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Founded Year
2014 2019 2015
Company Size
2-10 2-10 2-10
City
Bristol , South Gloucestershire Carlisle, England Haywards Heath, West Sussex Manchester, England
Country
United Kingdom
Skills & Keywords Comparing with main company
18 Total Skills
Wealth Management Financial Planning Investment Planning Retirement Planning Tax Planning Financial Services Estate Planning Senior Executives Family Wealth Private Clients UHNW Goal Based Planning Entrepreneurs Inheritance Tax Planning Directors HNW Intergenerational Planning Drawdown
8 Total 8 Unique
Unique Skills:
Access to Cash Management Corporate Financial Planning Financial Education Financial Wellbeing Holistic Financial Planning Mentoring +2
9 Total 1 Common 8 Unique
Match 6%
Common Skills:
Tax Planning
Unique Skills:
Business investments Business owners Company Directors Corporate advice High Net Worth Investments +2
8 Total 2 Common 6 Unique
Match 11%
Common Skills:
Estate Planning Tax Planning
Unique Skills:
Business Investment Planning Cash Management Financial Life Planning Protection Retirement Strategies & Solutions Wealth Protection
4
Total Companies
2014
Oldest Founded
1
Countries
39
Unique Skills

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Alternative Company Names

This company is also known as

Paul Magee Wealth Management 保罗·马吉财富管理 पॉल मैगी वेल्थ मैनेजमेंट بول ماجي لإدارة الثروات Paul Magee Gestion de Patrimoine Пол Маги Управление Благосостоянием Paul Magee Gestão de Patrimônio