Introducing TMGA Wealth Management
We evolved from the desire of our four founders to use their extensive experience, their shared values and an unwavering commitment to service excellence, to develop a unique wealth management company – a company that creates positive, life changing experiences for clients, colleagues and our community.
Of course, we’re only able to do this if we have the right people working together - that’s why we’ve carefully selected the team at TMGA. We all go back a long way with a history of working together within the financial services world. We’ve taken our respective skills, our combined knowledge and experience and blended it with a passion to achieve the very best outcomes for you.
Underpinning all of this, is a fully integrated, industry leading, wealth management platform, provided by Pershing who are part of BNY Mellon – the world’s largest custodian, giving additional comfort that your assets are being held securely.
We believe all of this sets us apart. It allows us to put your interests at the very core of our business, delivering a highly personalised, value added experience. Every. Single. Time.
The client experience
"TMGA are what every Wealth Manager should be. They are a very experienced, concise, efficient team of real experts...
Their client relationships are excellent. They treat each client like members of an extended family. Always there for you and getting back to you immediately."
Private Client of TMGA Wealth Management
At TMGA we recognise that our success is dependent on your success. At every stage we will work together to develop long term relationships built on trust, transparency and confidence. From regular face to face meetings to continued access to a relationship team, we ensure personal service and commitment to continuity, always.
This is of course complemented by access to a secure online portal; however we will always be available to speak or meet with you directly. We believe there is no substitute for the personal approach.
Our investment solutions are deliberately clear and our pricing structure is transparent with no additional fees. We do not apply margin to any disbursements, and we utilise the most cost-efficient instruments when constructing our strategies – seeking to minimise costs and ensuring exceptional value for all our clients.