MAG Financial Services Ltd

Independent Financial Adviser  MAG Financial Services Ltd, Cheadle, Greater manchester, SK8 2EA
First meeting at adviser's own cost
We can advise you on
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Stakeholder
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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Estate planning
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Taxation planning
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020
Meet our advisers
Oz Shtrosberg
Independent Financial Adviser

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mark Goldstone
Independent Financial Adviser / Managing Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

MAG Financial Services Ltd provides quality Independent financial advice, helping you find the most appropriate solution to the issues affecting you, your family or your business.

MAG Financial Services Ltd offers a bespoke ongoing service; balancing professionalism and friendliness to ensure lasting relationships with our clients and ongoing success.

The business has grown through recommendations, with most of our clients being referred to us by professional connections such as Solicitors or Accountants and thereafter ongoing recommendations by family, friends or business associates.

Client loyalty has been at the core of MAG Financial Services, resulting in continuous advice being offered to a varied client base, demographically spread throughout the United Kingdom.

The company motto, "experts in personal advice", affirms our commitment to providing a robust customer-led investment proposition, whilst maintaining a personal touch with each and every one of our clients.

Mark Goldstone, the company's Principal, has been an IFA since 1981, serving a large and loyal client base.

Our services

Investment and Pension advice continue to be MAG Financial Service's main areas of business.

Where to find us

MAG Financial Services Ltd, Sovereign House, Stockport Road, Cheadle, Cheshire, SK8 2EA

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 24th February 2020

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