
I am a financial planner, who thrives on helping individuals and families build plans which protect them for the long-term. Whether you are considering your retirement, thinking about protection for your family, or considering how a legacy is passed to the next generation, MDG Wealth Management is approachable and friendly.
My goal is to help my clients achieve financial independence and security, reducing complexity wherever possible.
Having spent more than 20 years in senior leadership roles helping various large corporates with planning activity, I decided to bring these skills to individuals and their families, fulfilling a personal passion - supporting financial wellbeing.
My aim is to provide helpful, and trustworthy advice, from investment planning through protection and retirement planning, underpinned with financial plans which are unique to the needs and requirements of each of my clients.
MDG Wealth Management looks to support financial peace of mind with clients. A Partner Practice of St. James's Place, MDG Wealth Management was built on 3 core values I firmly believe in; doing the right thing; investing in long term relationships and being the best of ourselves. Feel free to contact me for an introductory chat.
We offer an excellent wealth management service which will help you achieve your goals
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 24/05/2023
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.