Myers Davison Ginger (MDG) are a firm of holistic financial planners and as part of that firm, we strongly believe in providing bespoke advice in collaboration with trusted professional associates in the worlds of family law and tax planning. We have developed this series of podcasts to demonstrate just how powerful this connected approach can be when dealing with a variety of personal and business situations. We hope you will find the series informative and invite you to contact us to discuss those issues that resonate with you.

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The Charities we Support

Within the Podcast series you'll discover how we support two local charities with our so and so campaign.

Pete's Charity - St. Francis Hospice
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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.https://www.stfrancis.org.uk

Nicola's Charity - Chiltern MS Centre
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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.

https://www.chilternsmscentre.org

Who we are

Find out about Peter and Nicola and why they are so passionate about helping people make the most of their money.

What we're about

Find out what we're all about, how we use the collaborative approach with our professional connections to offer you premium service.

Our Podcasts

Listen to MDG Professional Services podcast on your favourite players. In our current series we discuss Intergenerational wealth transfer.

Our Services

We offer a range of services including but not limited to retirement planning & portfolio management.

Case study Video Series

Together with 28 Bells video , we have produced a series of case studies to help dispell the mystery behind planning for your future.

Professional Connections

We have worked with our professional connections for over 10 years. Click to find out who they are and what they can do to assist with your financial future.

Resources

A number of high quality resources to assist with your planning. We believe that some things should be low or no cost so we've curated the best resources here.

Events

We produce a number of online and in person training seminars to help you become successful with your financial planning. Check back regularly to see what coming.

Who are we?

Peter Ginger, APFS, MCSI, TEP
Peter Ginger, APFS, MCSI, TEPChartered Financial Planner, Trustee and Estate Practitionerpeterginger@mdgifa.com
Founding member of Myers Davison Ginger Ltd. over many years of business my guiding principle has been to treat others as you would like to be treated
Nicola Charman, Dip PFS BA Hons
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
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We believe that

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.

Our MDG Services

Financial Planning

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.
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Investments

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.
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Retirement Planning

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.
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Successional Planning

Again working in close association with our professional associates making sure that personal and business wealth is transferred to the next generation in a controlled and tax-efficient manner.
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Later Life Planning

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.
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When it doesn't go according to plan

Working with you and our associated professionals we provide contingency support in divorces, unforeseen business changes and the early death or disability of your team.
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