Magill & Co Ltd
M&
Financial Advisors
Magill & Co Ltd
301-3 Titchfield Rd, Fareham PO14 3ER
# Magill & Co Ltd - Business Description
Magill & Co Ltd, trading as Wealth Manager, is an independent financial advisory firm based in Titchfield, Hampshire, with over 35 years of established experience. Founded by Robin Magill ACII over 25 years ago, the firm specialises in lifestyle financial planning, taking a holistic approach to wealth management rather than transactional advice.
The business primarily serves individuals and families seeking comprehensive financial guidance, drawing clients through referrals from accountants and solicitors who value their expertise. Robin brings over 40 years of professional experience, having launched his career with the world's largest brokerage, managed global pension schemes, and worked for Europe's largest mutual assurer.
What sets Magill & Co apart is their commitment to ongoing relationships and bespoke planning. They begin by thoroughly understanding each client's life ambitions and circumstances, producing detailed reports with tailored recommendations. Rather than offering one-off solutions, they actively monitor progress and adapt strategies as life circumstances evolve. This approach is particularly valuable for generational wealth management, a cornerstone of their practice.
The firm leverages a carefully built network of professional contacts locally and nationally, enabling access to specialist legal and accounting support when required. They're FCA authorised and regulated, providing clients with comprehensive protection and recourse through the Financial Ombudsman Service if needed. Their service breadth—from protection planning to retirement funding, education financing, and inheritance planning—positions them as trusted advisers for clients navigating significant life transitions and long-term wealth objectives.
Magill & Co Ltd, trading as Wealth Manager, is an independent financial advisory firm based in Titchfield, Hampshire, with over 35 years of established experience. Founded by Robin Magill ACII over 25 years ago, the firm specialises in lifestyle financial planning, taking a holistic approach to wealth management rather than transactional advice.
The business primarily serves individuals and families seeking comprehensive financial guidance, drawing clients through referrals from accountants and solicitors who value their expertise. Robin brings over 40 years of professional experience, having launched his career with the world's largest brokerage, managed global pension schemes, and worked for Europe's largest mutual assurer.
What sets Magill & Co apart is their commitment to ongoing relationships and bespoke planning. They begin by thoroughly understanding each client's life ambitions and circumstances, producing detailed reports with tailored recommendations. Rather than offering one-off solutions, they actively monitor progress and adapt strategies as life circumstances evolve. This approach is particularly valuable for generational wealth management, a cornerstone of their practice.
The firm leverages a carefully built network of professional contacts locally and nationally, enabling access to specialist legal and accounting support when required. They're FCA authorised and regulated, providing clients with comprehensive protection and recourse through the Financial Ombudsman Service if needed. Their service breadth—from protection planning to retirement funding, education financing, and inheritance planning—positions them as trusted advisers for clients navigating significant life transitions and long-term wealth objectives.
Services offered
Family protection planningMortgage and house purchase adviceRetirement planningInvestment managementEducation fundingExpatriate financial planningWealth inheritance and estate planningPension scheme management