Niall Magennis
DipPFS CertPFS (DM)
A management consultant for 13 years before focusing all my attention on Financial Services from 2010. I am an accomplished financial adviser with over a decade's experience in Financial Services. My aim is to continue to build on my reputation as a trusted financial adviser and wealth management specialist, by maintaining the excellent highly personalised service Applying goal based financial planning principles, I work collaboratively with clients to;
- Help clients build and preserve wealth
- Protect them against risk and over dilution from tax
- Build long term relationships
I provide tailored advice to individuals, business owners, corporate executives, solicitors, doctors and dentists.
About
Adeptio Wealth Management was established in 2018, when it's Director Niall Magennis accepted an invitation to join St. James's Place. Previously, Niall held senior roles within Deutsche Bank and Tilneys.
Supporting my advice, St. James's Place Group has over one hundred in-house experts covering all aspects of wealth management including investment planning, tax advice, pension planning, inheritance tax/estate planning and protection. It is this, coupled with St. James's Place distinctive Investment Management Approach that made St. James's Place the right choice for Adeptio Wealth Management Ltd. I provide specialist provision for those with complex pension planning, taxation and protection requirements within the NHS.
Promotions
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We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Michelle Briscoe
Executive Paraplanner
Advice & Services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 23/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
Adeptio Wealth Management Ltd is registered in England and Wales, Number 13288802. Registered Office: 1 Mortimer Street, Birkenhead, Merseyside, CH41 5EU.
