Responsible Investing

You don’t have to compromise your principles to achieve your goals

The choices you make with your money not only impact your future, but can have a profound impact on others too. An increasing number of people today are wanting to act more consciously when it comes to their money and invest in more ethical, sustainable funds. What was once a niche area advice is now one of the hottest topics in finance – and we can help you embrace it.

‘Responsible investing’ can mean different things to different people. We will work with you to define what you would like to achieve, and determine whether we can do so. As independent financial advisers we can help you navigate the jargon and the myriad solutions now available, allowing us to design and implement a strategy that meets your financial goals, without comprising your principles.

The good news is that there has never been a better time to be a responsible investor. If you want to invest responsibly, contact us today to arrange a complimentary no obligation appointment to discuss how we might be able to help.

We can help you to use your money as a force for good

Investments carry risk. The value of your investment (and any income from them) can go down as well as up and you may not get back the full amount you invested.

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Client based in Cheshire

Mark provided clear, concise and understandable information on the options that were available to us. He talked us through our risk profile and provided sound advice on the action for us to take going forwards.

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Client based in West Yorkshire

Mark is excellent at explaining the complexities of investing to somebody with very little understanding of financial matters. He has devised a portfolio of investments that should give me a comfortable living. He’s a likeable, approachable person with so much patience.

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Client based in Cheshire

When we were looking to set up a trust fund for our daughter, Mark talked us through every step of the way. He made sure we fully understood the nature of what we were looking to achieve and formulated a sensible approach to the trust investment.

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Client based in Cheshire

Having released equity from my house sale, I needed specialist advice regarding how to invest the money to achieve the best return. Mark helped by producing a comprehensive financial portfolio. He thoroughly explained how the service worked and was very helpful and professional throughout the whole process.

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Client based in Cheshire

Mark has helped a number of my clients with key person insurance. He’s also reviewed my pension pots and advised me on the best way to manage them moving forward. I value that he’s available when I call.

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Client based in Cheshire

Mark has listened to what I want to achieve and created a portfolio of investment products to meet my needs. He has clearly explained the options that are available to me along with the beneﬁts and risks of each of the investments he has recommended. Mark has been my ﬁnancial adviser for over 10 years and during this time I have been very happy with the quality of the advice he has provided to me.

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Client based in Cheshire

Mark helped by initially spending time to understand my goals and objectives not just from a ﬁnancial point of view but also for my life in general. He produced a detailed report that reﬂected our discussions and included recommendations which encompassed an overriding strategy. Mark has advised me on other important ﬁnancial matters such as my pension, retirement income and inheritance planning.

Private client form

Whether you have an existing portfolio that you need to review, your current adviser has let you down, or your surplus cash is not working hard for you, we can help.

Call us today to arrange a complementary, no obligation meeting to discuss your circumstances.

Important information

MGT Financial Planning Limited is an appointed representative of Sense Network Limited, which is authorised and regulated by the Financial Conduct Authority. MGT Financial Planning Limited is entered on the FCA register under reference number 953054.

Registered Address: 7 Christie Way, Christie Fields, Manchester, M21 7QY. Registered in England & Wales No.: 13377163

The information contained in this website is aimed at UK consumers and should not be looked upon as advice or recommendation, clients should seek appropriate guidance from their financial planner. The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

Contact details

0330 133 4403 enquiries@mgtfinancialplanning.com

7 Christie Way
Christie Fields
Manchester M21 7QY
United Kingdom

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