• 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
Holistic and Bespoke Planning
Investment Process
Personalised Wrap
Holistic & Bespoke Planning

Holistic and bespoke planning

Creating lifetime value for our clients is the norm at MS Wealth Management.

 

To manage your life goals we also manage your investments.

 

Clients may need to help their parents, want to spend more time with their children or make provision for their education. They might even want to sell their business or retire.

 

Whatever your lifetime goals are, we are there to assist you right at the start. Our  unique process puts the clients at the heart of everything.

 

Year on year we keep you on track and up to date, to ensure your goals are achieved, for you, your family and your business.

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