Financial Services from MMG

Corporate Financial Services

  • Pension Information Stakeholder pension schemes
    Analysis of existing arrangements and on-going advice on an individual employee basis.
  • Group personal pension schemes
    Look at your obligations with regard to the imminent changes to pension legislation and the benefits that PPP can bring to your business.
  • Specialist planning for directors and senior employees
    More sophisticated advice specialising in SIPP'S & SSAS and retirement planning with regards to Drawdown - Phased drawdown and annuities.
  • Reviewing existing pension schemes
    With the increasing costs associated with Final Salary schemes, many companies are looking at the alternatives. We can provide the most cost effective and appropriate strategy for your company and on-going advice going forward.
  • Group Life Cover and Income Protection
    We can arrange a review of your existing scheme ensuring that the premiums you pay are competitive and tax effective. This also applies to Group Health Insurance and Group Private Medical Insurance.

Private Financial Clients

  • Investments
    We can help make the right and most appropriate investment choice amongst the products available. We endeavour to ensure that any recommendations offer maximum tax efficiency, whilst finding the right balance of risk and return. We advise on products available within the UK but also offshore products available via the Isle of Man, Jersey, Guernsey and Dublin in the Republic of Ireland.
  • Pension Advice
    Advice provided with regard to, reviewing existing Stakeholder, Personal Pension, Retirement Annuity Contracts and Deferred Pension arrangements. Specialist advice is available concerning Self Invested Personal Pensions.
  • Retirement Planning
    Drawdown and Phased Drawdown are the alternative to buying an annuity at retirement (particularly the "open market option") and contain many tax advantages. We can advise on the options open to clients and specialise in advice on Occupational schemes and Personal Pensions prior to retirement.
  • Tax & Estate Planning
    We specialise in Estate planning to help mitigate any potential Inheritance Tax liability. This may involve the use of a variety of Trusts and we are happy to liaise with Solicitors / Accountants where appropriate. We also offer advice to non residents of the UK and Ex-Pats living abroad.
  • Personal Protection
    As part of the wide ranging advice on offer, we can review existing Life and Critical Illness policies.

Mortgages

Residential Mortgages - this will include:

  • Buy to Let.
  • Equity Release.
  • Mortgage Protection (Life and Critical Illness).
  • Remortgage.

Commercial Mortgages

  • Loan protection.
  • Remortgage.

No protection is provided by the FCA for non-regulated activities and these include buy-to-let mortgages, commercial mortgages and tax planning.

"MMG Financial Management was incorporated in 2011 and Mike McGuire has over 26 years experience in the financial services industry."

Contact Us

Office Address :
47 Sywell Road
Overstone
Northampton
NN6 0AG
t: 01604 646512
m: 07778 287834
e: info@mmgfm.co.uk

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