Wealth Management

The value of pension and investments and the income they produce can fall as well as rise. You may get back less than you invested.

My Wealth Management Service provides strategic asset allocation for the medium to long term and is particularly relevant for Investments and Retirement Planning.

My Investment Management approach is based on clearly understanding your financial situation, your goals and how much risk you are prepared to take with your money.

MDS Financial Group has employed Moody’s Barrie & Hibbert, the largest risk and rating company in the world to determine the assets our clients should be invested in.  This approach is to make sure clients’ investments are not exposed to unnecessary risk.

We also use the largest fund research company, Morningstar OBSR to research the whole fund universe to select the best fund for the appropriate asset classes for each client.

Nicholas Truss is an appointed representative of Intrinsic and its through the Intrinsic panel that we have exclusive discounts on four investment platforms which are unique to our proposition for our clients.

This approach ensures our clients can invest with confidence and transparency and we can ensure that the different asset classes that our clients invest in are blended together to produce strategic asset allocations to match their risk profile.

We will be happy to work with our clients to build their portfolio and to continue to manage their wealth to ensure their objectives are met, now and in the future.

Contact Mark Barnett

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10 Holmes Court
Boundary Road
Grayshott, GU26 6TX
T: 01428 607152
M: 07976 971 298
MDS Financial Group
MDS Financial Group is a trading style of Nicholas Truss (http://www.nicktruss.co.uk) which is an appointed representative of Quilter Mortgage Planning Ltd and Quilter Financial Planning Ltd who are authorised and regulated by the Financial Conduct Authority.
Nicholas Truss is an appointed representative of Quilter Mortgage Planning Limited and of Quilter Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA Register (http://www.fca.org.uk/register) under reference 440703 and 440718
 

 
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