Wealth management is not just about addressing immediate financial needs – it’s about securing a legacy for future generations. Whether planning for retirement, managing investments or safeguarding assets, seeking expert financial advice is essential to make informed decisions that can shape the years ahead.
Since its inception in 1991, MMG Wealth Management has provided discerning clients with bespoke financial guidance. Founded in Northamptonshire by Mike McGuire, the firm has evolved under the leadership of his son, Managing Director Jordan McGuire.
Jordan is a Chartered Financial Planner with over 14 years’ experience in the finance industry. He began his career as a Chartered Accountant at Deloitte in London, where he advised FTSE 100 companies and Premier League football clubs. Jordan now specialises in pension and investment planning and provides expert advice on all aspects of personal finance.
Today, MMG boasts a team of 11 skilled professionals dedicated to delivering a personalised, client-centric experience.
Jordan explains the company’s philosophy:
“Our growth over recent years reflects our commitment to offering unparalleled service. Wealth management is increasingly on people’s minds, given changes in tax rules, frozen tax bands, and the broader economic impact of global events. Our role is to ensure our clients are well-prepared for the challenges and opportunities ahead.”
Comprehensive wealth management solutions
MMG specialises in tailored advice across key areas of financial planning:
- Pensions: in-depth reviews of existing pensions, with strategies to optimise outcomes for long-term security.
- Savings & Investments: recommendations designed to align with individual goals, whether for capital growth, education funding, or tax efficiency.
- Inheritance Tax Planning: practical solutions to help clients preserve their wealth and pass it on to loved ones with minimal tax implications.
- Insurance: thorough evaluations to address potential shortfalls, ensuring robust protection for every stage of life.
- Additional Services: expertise in complex financial matters, including mortgages and equity release, venture capital trusts, and enterprise investment schemes.
A commitment to excellence
All MMG financial advisors are chartered professionals, a distinction Jordan believes is non-negotiable.
“Every advisor here is chartered,” he said. “This ensures that clients always work with highly qualified professionals who meet the rigorous standards required to manage portfolios effectively. It’s about providing the expertise our clients expect and deserve.”
MMG’s proactive approach extends to its Investment Committee, which convenes quarterly to assess market trends and adjust strategies as needed. This meticulous oversight ensures that client portfolios are managed with precision and care, mitigating risks while capitalising on opportunities.
One of MMG’s core messages is the importance of early financial planning.
Jordan said:
“Starting early allows us to identify gaps and address them well before they become challenges. Many clients come to us with investments they haven’t reviewed or changed in years. The earlier we engage, the more options we have to ensure the desired outcomes.”
For those unsure about where they stand, MMG offers a transparent and obligation-free initial consultation.
“We take the time to understand your situation, review your financial standing, and outline the steps to achieve your goals,” added Jordan. “There’s no pressure – our focus is on clarity and empowerment. The greatest satisfaction comes from showing clients they’re on track for their dream retirement or, even better, helping them retire sooner than they thought possible.”
At MMG Wealth Management, the focus is on creating long-lasting relationships with clients who value expert guidance and tailored financial solutions.
To arrange a no-obligation consultation, contact MMG on 01604 646512, email info@mmgfm.co.uk, or visit www.mmgfm.co.uk
