Managing your financial health during the COVID-19 pandemic

Innovative, caring and dedicated; nothing is more important to us than knowing that we’ve helped our clients on their way to achieving long-term financial security and prosperity.

We’re different because we offer a level of support, guidance and assistance that extends beyond just facts and figures. Our clients have shared many milestones with us and are now generational client families.

It’s a personal approach that we’re determined to preserve, ensuring every client receives the highest standards in professional advice and client service care.

Our clients come from all walks of life, yet they all share one thing in common; a desire to enjoy a secure financial future in the lead up to and during retirement.

Business Philosophy

Knowing your client has been a critical part of Mark Adlam’s investment philosophy since year 2000.  Mark’s understanding and knowledge your financial situation and investment preference will be developed over time and is critical in ensuring your funds have been invested appropriately.

Mark Adlam has had a passion for finance and tax for over 30 years. With an established client base of happy taxation clients, we have provided ongoing financial advice for 20 of those years.

We aim to provide you and your family with a comprehensive strategy allowing you to live a financially planned and secure life well into retirement.

Having a strong taxation background, we understand the importance of financial planning for a family, business or an individual. A sound financial plan lays a foundation to help you achieve important goals during a lifetime, securing your wealth and focussing on your changing needs.

At MGA Financial, we break down complex situations and provide clients with professional advice to help them make informed decisions. Our support helps you feel empowered and positions you to take control of your finances independently.

We take pride in our work and aim to provide value for money service to every client. Sharing our knowledge and ensuring that our clients make the right decision is important to us. As a result, we have developed long standing relationships over the years with a purpose to help our clients reach milestones seamlessly.

Our Principal Adviser, Mark Adlam is well reputed and known to provide simple solutions, helping clients achieve their financial objectives.

Please click here to read Marks’s adviser profile.