At MWC Group we believe that our clients’ financial planning stands at the heart of everything we do.No matter where you may be on life’s journey we can help you plan for the major objectives that you may have. From buying property and educating your children, to protecting your family against illness, accident and death, all the way through to enjoying a comfortable retirement and eventually passing your wealth to your chosen beneficiaries.
Founded in 2010 and with a strong team encompassing advice, asset management, client servicing, administration and compliance we are able to cater for all of our clients’ needs in one place. Also, resting underneath stringent Swiss/ EU regulation and compliance allows for complete peace of mind.
In a world of technology and robo advisors we still believe that face-to-face relationships provide the best results.
Our advisors work closely with their clients to understand their specific circumstances and requirements. Armed with this knowledge they are able to research products and services, produce bespoke planning reports and make tailored recommendations, whether that be for savings, investments, loans, protection and more.
Personal working relationships are key to our success. We work with all of our clients on an on-going basis, providing regular reviews of their products as well as always being on hand to answer their questions at all times. Everyone’s financial journey will be different and we aim to be on hand at each step of the way.
Whatever solutions our advisors recommend, you can be safe in the knowledge that all fees and terms will be explained to you in a clear and concise manner.
As a jointly regulated financial advisor and asset manager we pride ourselves in being able to strip away costs and complexities often found in the financial world. De-layering costs is a key ingredient to producing a best of breed product for our client base. Also, by-passing the retail investment space allows us to give our clients access to institutional solutions at much reduced costs to the high street.
As an independent and unbiased advisor we do not provide any of our own products. Instead, we work with a large range of financial providers, including insurance companies, banks, private banks, investment houses and pensions and trust companies.
Our ability to take a whole of market research approach allows us to find the perfect solutions for our clients’ individual needs.
Also, having significant buying power and excellent working relationships built over many years we are, in many cases, able to provide preferential terms over what would normally be available.