Advantage Wealth Management Ltd
Ground Floor
65 Sinclair Street
Helensburgh G84 8TG
tel 0044 (0) 01436 679634

 

Advantage [noun] - A condition or circumstance that puts one in a favourable or superior position

How to become a strong man inside? Not strong enough, it is rolex replica very easy to be rolex replica watches affected by the outside world, usually expressed as: either particularly concerned about the views of fake rolexothers, or live in the eyes of others. Thus losing the ability to judge independently, become wavering and restless.

Wealth Management

 

The first step in the process involves a meeting, during which you will be asked to share your current goals, objectives and priorities. Once your financial situation has been established, a strategy will then be developed to grow and protect your wealth, and eventually to distribute that wealth in retirement or from your estate.

The key stages in the financial cycle of wealth management are:

  • Building Wealth

  • Protecting Wealth

  • Apportioning Wealth

John brings a modern approach and skills to traditional wealth management planning and operation and his professional qualifications, combined with 12 years experience as a Financial Consultant, including terms with two major banks, Barclays Wealth & Santander, a top 10 accountancy firm, Tenon and one of the UK's top law firms, Maclay Murray & Spens ensures that his clients are given a definite advantage when it comes to having their wealth managed, by providing a 'large firm' level of guidance and advice, but on a more personal and affordable level. Please feel free to contact John for more information or to discuss any aspect of managing your wealth.

John G McMahon
Neuroscience Bsc (Hons)
Diploma in IT and Management
Diploma in Financial Planning
(studying towards Chartered Status)

Advantage Wealth Management Ltd is directly authorised and regulated by the Financial Conduct Authority. Registered office: 6th Floor, Gordon Chambers, 90 Mitchell Street, Glasgow G1 3NQ. Registered in Scotland no. 449404.

 

The guidance and/or advice contained in this website is subject to a UK regulatory regime and is therefore restricted to consumers based in the UK.

home page

about us

contact us

consultation process

building wealth

protecting wealth

apportioning wealth

attitude to risk

taxation

fund management solutions

retirement planning

estate and inheritance tax planning

business protection

mortgages