Invest in a brighter
future
The economy of the future is not the economy of the past, and neither is the investment landscape. Now is not the time for a 'one size fits all' approach to managing your money, whilst looking in the rear view mirror. Macsen's unique view of the future will ensure your wealth is retained, both for your future, and for future generations.
Know what you want to achieve, but not sure how?
Let us take the stress out of planning your retirement, making the best investment choices, and ensuring you're covered in all the right ways.
Book a free consultation session one of our advisers to start securing you and your family's future, now!
Do you have private medical cover?
There has never been a better time to consider Health Insurance, also known as Private Medical Cover. It's peace of mind for you and your family.
Even if you already have cover, it's worth checking if you can get a better deal. Save at least 10% on equivalent cover.
Let us do the hard work, helping you grow your wealth and financial security. Affording you the most valuable asset of all, time.
1
Take control of
your money
Protect and grow your wealth, create a financial plan that enables you to live the life you want.
2
Be tax efficient
The tax system is complicated. We'll make it simple, so you're taxed in the most efficient way.
3
Retire happy
We can work together to make sure your best years are ahead of you.
4
Give your kids a head start
Don't let your family fall behind. Give your children the head start they need in a competitive world.
"Always wary of financial advisors, I was recommended by one of my closest and dearest friends to meet with Gweirydd just before lockdown - I was very anxious about the years ahead. Since then we've met regularly over zoom, and happy to say in person again. He explains everything in simple terms and makes the whole process simple. I would highly recommend their services."
"We have been with Macsen Wealth Management since the beginning and have always been happy with the advice and service we've recieved. Macsen have provided planning for our retirement and pension, dealt with our Family Trust and secured our family's inheritance. We have regular meetings with Gweirydd, including Zoom during the pandemic - he regularly updates our situation and gives advice. We would not hesitate in recommending Macsen Wealth Management and their lovely team."
"Like many people I had a mixed bag of pension pots, personal pension savings, company scheme savings and cash in a building society. Macsen have been integral in helping me to sort out my retirement goals, ensuring I can afford to retire and look after my family (a few years off yet!). They assisted us on consolidating our savings and maximising tax efficiency."