Situated in South Wales, MLG specialises in providing personalised and tailored financial advice to assist individuals, families, and business owners in achieving both current and future financial success. 

The Practice has 2 Financial Advisers, a Financial Consultant, in house Paraplanner and two Practice Support Specialists. We maintain regular contact with clients, updating them on important global and local developments, with an annual meeting to concentrate on their financial planning or more frequently if necessary. We offer reliable guidance through both prosperous and challenging times, helping your finances remain on track. Whether you need advice annually or more frequently, we are here for you.

Our expert team brings over 40 years of combined experience in finance and taxation, our expertise spans various sectors, including tax, accountancy, and advisory roles. This extensive knowledge allows our advisors to develop effective solutions and provide practical advice to our clients, aiding them in planning and managing their finances while working towards their future financial goals.

MLG Financial Planning provides you with the insights needed to make informed decisions. Our advice is thoroughly researched, ensuring you receive the latest market intelligence. We leverage our expertise as a Partner Practice of St. James's Place.

Client Relationships

It's not solely about financial investments and success. MLG Financial Planning takes pride in the enduring relationships we've developed with our clients over the years. We view ourselves as the family member who manages financial matters. Recognising that each client is unique, we invest time in understanding you, your situation, and your aspirations. By knowing you better, we can provide the most effective financial advice tailored to your needs. 

Trust and Professionalism

At MLG Financial Planning, we understand that trust is the foundation of any successful financial relationship. Our long-standing client relationships are a testament to the deep trust we build with each individual we serve. We believe in listening, understanding, and tailoring our advice to meet your unique needs, always putting your best interests first. This commitment has earned us the trust of countless clients, many of whom come to us through word of mouth - proof of the strong, enduring bonds we create. When you work with us, you’re not just gaining a financial adviser; you’re gaining a Partner who’s dedicated to helping you achieve your financial goals with confidence and peace of mind.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.