• 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
Directors and Owners
Business Protection
Directors and Owners
Employee Benefits

Directors and Owners

As a business director or owner, you are going to want to make sure that the money you have worked so hard to earn ends up in the right place to get you the best possible return.

 

The MS Wealth Management team understand the needs of business owners and we are on hand to give you all of the help you need when it comes to finding the best investments for you.

 

As well as your own investment, we can also advise you on a number of areas related to your business. Whether you are considering business protection as a possibility or want to extend the employee benefits that you currently have, we are able to help you get all of this sorted.

 

If you want any further information on the services we can provide you and your business then please dont hesitate to contact us and we will be more than happy to help

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