Magus Private Wealth Limited
Kingfisher House, Northwood Park
Crawley, West Sussex RH10 9XN
Phone: 0203 176 5888
Training: Active Registered Life Planner® more info
- Active Registered Life Planner® has earned the Registered Life Planner® designation and continues to keep their skills sharp by regularly attending continuing education sessions (8 hours/2 years).
- Registered Life Planner® designation requires completion of The Seven Stages of Money Maturity® Training (16 hours), immersion in the EVOKE® Life Planning Training (36-40 hours), and a six-month practicum which involves peer review, mentorship, coaching, and supervision (40-50 hours).
- EVOKE® Life Planning Training Graduate has attended a 4-day online or a 5-day residential course on a planning method that uses a structured interview process to uncover clients’ most exciting, meaningful, and fulfilling aspirations and engage them in the work of creating their own vibrant futures, based on a solid financial architecture.
- The Seven Stages of Money Maturity® Training Graduate has attended a 2-day course that teaches listening, principles of communication, and client-planner attitudes, values, biases, and behavioral characteristics and their impact on financial planning.
An all-encompassing service that provides Financial Life Planning, Cash Flow Modelling, Financial Planning, Relationship Management and Wealth Management.
As you would expect, we are able to advise on any underlying issues such as retirement planning, succession planning, the acquisition of sudden wealth, investment planning, inheritance tax planning, divorce, insurance requirements and any other financial matters linked to a holistic service.
About My Practice
Magus Private Wealth Limited was established in 1998 and is a holistic financial planning firm.
The world of money and finances can be chaotic at the best of times. There are so many financial products and services out there to choose from - how do you know what is best for you? It can be a really frustrating experience dealing with inconsistent advice and a lack of vision for the bigger picture.
At Magus we go beyond simple money products and services, and look at the true purpose of money for you.
In order for you to achieve your goals Magus offers a financial coaching service linked to a lifetime financial forecast. The combination of these two approaches will provide you with a vision of your financial future, a plan and a track to run on that is linked to your goals. With a plan you are more likely to make your goals and dreams a reality.
Lastly we are also able to arrange and advise on any existing or new financial products that you might require to achieve your goals.
Let us take a look at your entire financial world, and align it with where you really want to go in life.
About Dante Peters
Dante is a Registered Life Planner through the Kinder Institute of Life Planning. We all have aims, ambitions, aspirations and goals in life. Sometimes we need to discuss our dreams with others if we are to clarify what is most important to us.
Dante is passionate about providing a safe environment where people can discuss their goals and dreams and then leave with a plan of action.
Dante is a director of Magus Financial Management Limited and has been with the firm since 2000.
Dante lives in Brighton with his wife and son and enjoys spending time with his family and making the occasional visit to the gym.
People who are happy to discuss their goals and values and are happy to accept guidance.
People who feel that they lack a financial plan.
Those who have recently gone through a life changing event such as: The sale of a business, reached retirement, the birth of a child, the death of a loved one, marriage or divorce.
People who understand that advice has a financial cost to it and are happy to pay fair and reasonable fees.
Registered Financial Life Planner through the Kinder Institute.
Financial planner Dip (PFS) with additional advance qualifications in retirement planning and taxation and trusts.
Planning fees based upon fixed fees for service offered.
RLP ® Since
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