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. A financial plan is a living document that anticipates and reflects the changes in your circumstances. As your aspirations evolve, your financial plan will need to develop to meet your new goals and lifestyle objectives. Our services include Annual Forward Planning meetings to review your situation, revisit objectives, check everything is on track, confirm any changes required and implement those changes into your plan and with the relevant providers. We work with you to ensure that it adapts for you and your circumstances in a world full of surprises.
Assessment of circumstances and understanding of any recent life event and regulatory changes.
Designed to anticipate any important life changes on the horizon and to plan for them accordingly.
Our coaching service provides objectivity to avoid poor decisions. We act as as a sounding board by providing impartial second opinions.
We constantly monitor your investment strategy to ensure that it matches with your agreed risk profile and investment goals.
Reviewing and updating your lifetime financial data models for current and future lifestyle requirements.
We deal and manage all of your policy related administration so that you have more time to spend on you and your family.
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 explore the specific knowledge needed for you to succeed by first thoroughly understanding your situation, then providing the resources to help with your decision making. We explain the options and explore the risks associated with each choice, both intellectually and emotionally.
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.
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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.
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