Trevor Magee
Advising Partner
I have been a financial adviser for 43 years, entering the IFA space in 1987 and recently aligned my client practice to Sandringham Financial Partners.
I provide independent and impartial advice on investments, pensions, protection and estate planning and strongly believe in taking as much time as necessary to assist you in achieving all your personal financial goals.
I am delighted to be part of the Sandringham network, wholly owned and fully resourced by M & G Wealth. Our online client portal will give you 24/7 provides an efficient and convenient way to view and monitor your investments, plans, policies together with extensive portfolio information, all from one screen.
Outside of my work I am a trustee of my local YMCA with a specific interest in social enterprise, I have a passion for Italian cars, travel and an eclectic taste in music. I am married to Alison and we have three daughters and four grandchildren.
Please feel free to contact me without obligation to discover how I work with my clients to build a long-term relationship for trusted advice and a holistic approach to financial planning.
Areas of expertise
Creating a comprehensive estate plan to deal with your assets and provide for your loved ones after your death is a critical task that you should ensure you undertake.
Preventing your assets from ending up with unintended beneficiaries, protecting your family and children, stopping heirs overpaying taxes and eliminating potential family disagreements on death are clearly very important.
Therefore, careful planning well in advance should be considered to ensure that potential oversights are not made, and I am able to assist you with this.
If you want your assets and your loved ones protected when you no longer can do it, you will need an estate plan.
Creating and maintaining the right investment strategy plays a vital role in securing your financial future. Whether you are looking to invest for income or growth, improve the return on your savings, growing the value of your money for a specific purpose, or putting money aside for a rainy day.
I am able to offer you a range of solutions, combining our selection of funds, with our product wrappers, support and service.
Most people just don’t save enough to achieve the level of retirement income that they need. Pensions can be seen as long-term investments, so it is important to decide how best to maximise your income in retirement, or where to invest a lump sum.
I can help you decide how much extra money you need to save, and where to invest it and the various options you have available.
Protecting your income should be taken very seriously, given the limited government support available. I can help you arrange the right solution to meet your overall protection and financial planning strategy, to help protect you, your family and your lifestyle.
