Where the worlds of family law,
accountancy and financial planning collide.
The Charities we Support
Within the Podcast series you'll discover how we support two local charities with our so and so campaign.
Nicola's Charity - St. Francis Hospice
They can help you if you are managing, or recovering from, serious illness. They help you to live your life well by improving symptoms, working with you to achieve personal goals - helping you to feel safe - and anything from getting back to work, enjoying family time to walking the dogs again.The Hospice of St. Francis Website
Peter's Charity - Chiltern MS Centre
The Chilterns MS Centre offers treatment, support and practical advice for people with all types of MS, empowering them to live healthier and happier lives.Chiltern MS Website
Nicola Charman, Dip PFS BA HonsExperienced Financial Plannernicolacharman@mdgifa.com
By working together with our clients and exploring their priorities and aspirations we build our planning strategies to suit their individual circumstances, adapting over time to any changes such as those we find ourselves in today
Neill JohnsonMortgage and Protection Specialistneilljohnson@mdgifa.com
Neill has been working in the financial services industry since 1993 and with MDG since September 2010. He has gained extensive knowledge of the mortgage marketplace as a self-employed mortgage broker.
By working in close collaboration with trusted tax and family law firms we deliver an integrated service for those seeking genuinely independent financial advice in their personal and business lives.
Is at the very heart of all our advice, it allows us to identify and agree your financial planning objectives then creates a yardstick against which we measure progress towards achieving these objectives over the longer term using structured reviews.
Working with leading investment houses we provide a full portfolio management service and by leveraging the high volumes of assets under our management we are able to pass on institutional charges making us highly competitive.
Part of our long-term planning strategy is to look at your lifestyle now, how you see this changing in retirement and then making plans to ensure you will have the resources available to realise the vision.
As members of both the Society of Later Life Advisers (SOLLA) and the Society of Trustees and Estate Practitioners (STEP) we are ideally placed to facilitate will writing, powers of attorney, family trusts, care funding and much more.