Frequently Asked Questions

At MWC Group, we offer a comprehensive suite of financial services including asset management, retirement planning, family protection, children’s trust planning, and currency management services. We are committed to providing personalized financial solutions tailored to meet the unique needs of each client

We are regulated under multiple jurisdictions including Switzerland, the EU, the UK, and the USA. This extensive regulatory compliance ensures that we meet high standards of investor protection and maintain the integrity of our financial services across different regions.

Our approach to asset management focuses on strategic investment advice, emphasizing long-term financial security and wealth building. Our services are designed to align with our clients' personal financial goals, utilizing a whole-of-market approach to select the best investment solutions.

Yes, we are well-versed in managing UK pension transfers, including SIPPs and QROPS. We offer expertise in consolidating multiple pension plans into single, cost-effective solutions, providing clients with control and transparency over their pension investments.

We pride ourselves on our client-centered approach, offering ongoing support, regular financial reviews, and transparent communication. Our advisers are always available to address client concerns and adjust financial plans as needed.

We emphasize price transparency and cost efficiency. We provide clear, upfront information about fees and charges, ensuring clients understand the financial terms and conditions involved in our services. This approach helps build trust and aligns our interests with those of our clients.

As an independent financial adviser, we do not promote our own products. Instead, we collaborate with a diverse array of financial institutions to offer the best available options to our clients. This unbiased approach helps in tailoring truly personalized financial solutions

We hold licenses in multiple jurisdictions including the UK, European Union, Switzerland, and the USA, ensuring we meet the diverse regulatory standards required for providing international financial services. Our team includes advisors who are members of reputable industry associations, enhancing our credibility and professional standing.

We are equipped to handle the complexities of international financial planning, offering services such as expatriate planning, cross-border investment strategies, and international pension management. We are adept at navigating the regulatory and fiscal differences across countries to optimize our clients' financial outcomes.

We offer comprehensive retirement planning services, including advice on pension freedoms, the creation of retirement income strategies, and planning for longevity. We help clients ensure that their retirement savings will sustain their lifestyle and financial needs throughout their retirement years.