It’s about your whole life – not just your money. We understand that your money is simply the tool to enable you to live the life you want. We encourage you to dream big and then stick with you throughout your journey to making your dreams a reality. We develop your financial plan around your life, your goals and ambitions. Through our life planning process we can even help you figure out what your goals are if you don’t already know. You see we really do want to listen. We want to hear your story – all of it.
Our 'Plan' service develops your financial planning strategies, capturing income streams, lifestyle expenditure and future life stages. It is a powerful tool which is transforming the way our clients save, spend and retire. We explore different 'What If' scenarios to see whether or not your current financial model supports your lifestyle today and into the future.
Our 'Advice' service provides tailored regulatory written confirmation of any specific product, platform and investment recommendations needed to implement your agreed Plan. This includes the evaluation of your existing arrangements to see if they are fit for purpose including our Independent Whole-Of- Market research & analysis workflows.
Our 'Invest' service is all about providing a successful investment experience. That means more than considering just investment returns. It means offering peace of mind knowing that a transparent evidence-based approach backed by decades of Nobel Prize winning research and academic evidence, is powering every decision.
Our 'Manage' service is personal to you and ensures we keep your goals at the front of your financial plan. Because life is full of surprises and changes, we will meet with you regularly to review and update your financial plan, whilst discussing what forward planning strategies are required to ensure it adapts for you and your circumstances.
Our lifetime financial modelling technology enables our clients to visualise their financial future, test different scenarios and instantly understand the impact of key decisions on life events along the way.
We set out client's forecasted financial positions for each year into the future. Life is unpredicatable, but our 'What-If' scenarios help ensure our clients are prepared for anything that life has to offer.
Some of our clients need help getting their financial life organised, most need education and help making good decisions, others need help to uncover what a life well lived looks like for them, and expertise to pull that together into a plan, and many need regulated advice. We bring all of these elements together.
We will help you get your financial house in order. We will provide for your lifetime income and expenditure needs and your tax planning, investments, protection and estate planning. We provide you with access to our Personal Finance Portal (PFP) so you can view your finances online 24/7/365.
We will help hold your feet to the fire of your STATED best intentions. We help you follow through on your commitments by working with you to prioritise your goals, show you the steps you can take and regularly review progress towards achieving them.
We provide insight to help you avoid emotionally driven decisions in important money matters. We are available to consult with you at key moments of decision making, doing the research to ensure you have all the necessary information at hand.
We will work with you to anticipate your life transitions and to be financially prepared for them by regularly assessing what is coming and creating the action plan to address and manage these life transitions ahead of time.
We explore the specific knowledge needed for you to succeed by thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options & explore the risks associated with each choice.
Sign up to receive our monthly e-newsletters, market and economic updates.
Digital World Centre, 1 Lowry Plaza, MediaCityUK, Manchester M50 3UB
Mamucium Capital is authorised and regulated by the Financial Conduct Authority FRN 767090. Registered in England 10467410.
Copyright©2020 MamuciumCapital-All Rights Reserved