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

UK Partners

Standard Life
Standard Life
Savings Investments & Pensions

Standard Life are a UK based company that deal with savings, investments and pensions and can manage all aspects of these areas. With more than 6.5 million customers worldwide, they have got plenty of experience in effectively managing your money.

With numerous awards gained over the last few years, Standard Life's reputation is one that should make all current and potential customers feel safe in the knowledge that their savings and investments are being dealt with in the best possible way.

Oxford Risk
Oxford Risk
Risk Analysis Experts

Oxford Risk Research & Analysis were founded in 2002 as a spin off company of Oxford University and are leaders in the risk analysis field. They are dedicated to applying the use of their knowledge when it comes to making decisions over risk and the related risk behaviour.

ORRA have created both an effective and unique risk based questionnaire that is used to give you a better understanding of your risk tolerance by utilising mathematics models and the expertise of some of the world's best scientists.

 

They are vastly experienced in creating both risk and decision-making solutions in a wide variety of commercial fields including insurance related industry and government based areas.

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