• 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
Global Partners
UK Partners
Global Partners
Personal Injury Trust
Court of Protection

Global Partners

SEI
SEI
Management & Investment Process Soloutions

SEI have been operating for over 40 years and are now firmly established as one of the world's leading asset management and investment process solution providers. They are also one of the largest manager-of-managers and can provide solutions for both corporate and individual clients all over the world.

 

With over £100 billion worth of managed assets and more than 1.4 million clients worldwide, SEI provide the experience and expertise to leave you safe in the knowledge that your investment is in the right hands.

Towers Watson
Towers Watson
Corporate Soloutions

Towers Watson are one of the top global professional services companies and help businesses increase performance levels via the correct management of people, risks and financial aspects.

 

They focus on enabling your company to make the right decisions by getting a clear understanding of how it works and what your main objectives are. Towers Watson are able to provide corporate solutions in a variety of areas, including employee benefits, talent management and risk and capital management.

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