Your future is our priority.
At MAG Financial Services, we provide effective financial planning to help you create the future you want as you prepare for and approach retirement.
Who we are.
MAG Financial Services was established in 2006 and we operate from our office in Cheadle, Cheshire; however, we advise clients throughout the UK.
Mark Goldstone
Managing Director
Mark has worked in financial services since 1981, so he has many years of experience under his belt, offering financial advice to individuals and corporate clients.
Mark was originally appointed a director of Goldstone Financial Services in 1982 and, after the company was acquired by a public limited company, established MAG Financial Services in February 2007.
Oz Shtrosberg CFP™
Chartered & CERTIFIED FINANCIAL PLANNER™
Oz’s role as a financial planner involves more than just looking at numbers; he truly understands you and your unique goals. By getting to know you on a personal level, Oz creates bespoke financial plans that pave the way for you to reach your goals.
Oz is a Chartered Financial Planner and a CERTIFIED FINANCIAL PLANNER™ professional, recognised globally as the gold standard for financial planning professionals.
Why should you work with us?
We know that choosing a financial planner can be a difficult decision. You need to be confident that you can trust them to work with you on a very important aspect of your life.
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We are financial planners
There is a big difference between a financial planner and a financial adviser. As financial planners, we are goal-focused, and we listen to you and then create a plan that enables you to live your life to the fullest. We focus on you, your family, and your objectives from the first moment you walk through the door.
We are a family business
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Helping families achieve their goals through personalised financial planning comes naturally to us, as we are a family business with family values. Our greatest joy comes from seeing others benefit from the value of a financial plan. We understand the profound impact our guidance can have, not just for our clients today but for future generations as well.
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We are independent
As independent financial planners, we can review the whole of the market to assess the most suitable solutions for your circumstances. Our advice is always unbiased and aimed at helping you create, enhance, or preserve your wealth, in line with your financial plan.
We will hold your hand
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Whenever you need us, we will be there. Whether you need reassurance as you approach retirement or want someone to lean on as you navigate retired life, we will be available to answer your questions and guide you to making informed decisions about your family’s future.
We have a proven track history
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We have more than 50 years of combined experience within our team, and we are always looking to improve the way we serve our clients. Our priority has always been to get you the best possible outcome for your goals.
Financial Advice vs. Financial Planning.
Financial Advice
Should come after financial planning, not before.
Focused on your finances and how to optimise them to grow and protect your wealth.
Looking at the technical elements and what is best 'on paper'.
Short-term decisions based on numbers.
Financial Planning
Should come before financial advice and after life planning.
Focused on the big things you want to get from your life, and how your money gives you options.
Looking at the human elements and what will make you happy.
Long-term decisions, based on your financial wellbeing.