• Contact

    • Bolton Office

      Contact details for our Bolton office.

  • About Us

    • Company Structure & Philosophy

      The MS Wealth Management ethos.

    • Our Team

      An introduction to the vital members of the MS Wealth Management organisation.

  • Professional Partners

    • Our World Class Partners

      Brief overview of our selected global partners, SEI & Towers Watson.

    • Our UK Partners

      Brief overview of our selected UK partners, Standard Life & Oxford Risk.

    • Personal Injury Trust

      Brief overview of the Personal Injury Trust.

    • Court of Protection

      Brief overview of the Court of Protection.

  • Investments

    • Investment Process

      Details of how we go about selecting the right investments for you & your money.

    • Personalised Wrap

      Your own area to monitor the progress and development of your investments.

    • Holistic & Bespoke Planning

      For those who are looking for a complete financial plan instead of individual aspects.

  • Business Wealth

    • Business Protection

      Ensure your business isn't damaged by the loss of a key employee.

    • Directors & Owners

      Information & advice on wealth management for business minded people.

    • Employee Benefits

      The right benefits package for your employee's could lead to increased motivation & productivity.

  • Personal Wealth

    • Flexible Retirement

      We monitor your investments to give you the best returns when you need them in later life.

    • Inheritance Tax

      Our expert advisors are on hand to give you all the information needed to deal with your inheritance tax issues.

    • Mortgage Advice

      MS Wealth Management can provide you with information and assistance on a wide range of mortgage options.

    • Tax & Pension Planning

      The key to a successful pension is proper planning, the earlier you start, the more return you will see.

    • Self Invested Personal Pensions

      The key to a successful pension is proper planning, the earlier you start, the more return you will see.

  • Home
Company Structure and Philosophy
Company Structure & Philosophy
Our Team

Company Structure and Philosophy

MS Wealth Management is a Company that is building its success on a reputation for delivering top quality advice and services from individuals with more than 50 years experience in financial services.

 

We offer the opportunity as part of our wealth management service to review your investments pro-actively on a regular basis to ensure that maximum potential for growth is achieved. This is accomplished by extensive research of Global markets and the use of industry leading technology.


We are committed to providing high quality investment solutions and have differentiated our selves from other companies by putting the client at the heart of our Wealth Management service.

Phone: 01204 366 300 | Fax: 01204 366 344 | Email: info@mswm.co.uk | Address: Kirkhall Place, 69 Chorley Old Road, Bolton, BL1 3AJ | Site Map