Laura is a great representative of her company, providing outstanding financial advice backed by sound analysis. She has helped us maintain our funds while providing sufficient income for our needs. We are always been impressed with her knowledge and advice, and it is a relief to leave our pension in Mazars capable hands with Laura as our contact and adviser.
VouchedFor Review
Wealth management
“What if I could tailor my investments to my needs?”
At Mazars, we allow you full control over your risk appetite, with a range of investment options designed to achieve optimal return, no matter your preferred style.
Our in-house analysts ensure you are always positioned to take advantage of opportunities as they arise, and on your terms – building an investment plan that works for your goals.
Our investment management services aim to strike the right balance between pursuing higher investment returns whilst guarding against unnecessary risks. After all, managing our clients’ portfolios is not just our privilege – it’s our duty.
How we can help
- Discretionary investment management
- Portfolio management of pensions, ISAs, and Trusts
- Investment portfolio reviews
- Performance attribution
- Portfolio benchmarking
Our teams
Our expert team of highly qualified market analysts and portfolio managers work with our financial planning and tax advisory teams to construct bespoke investment solutions for private and institutional clients.
This year, we were awarded Best Investment Advice Firm 2022 at the Money Marketing Awards. The team is also regarded as one of the leading commentators on economic and market developments and provides regular insights through publications and webinars.
Sign up for our upcoming webinar today
What our clients say
Our Financial Planners and Investment Managers are highly regarded for the services which they provide. At present our teams are rated 4.8 out of 5 on the trusted advisor site VouchedFor.
You can view all of our reviews here
Get in Touch
If you would like to know more about our wealth management services, please get in touch today.
 | Mazars Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. In the event that you are dissatisfied with a recommendation we have made you may be entitled to make a complaint. We have a complaints procedure that is available on request. If you wish to register a complaint please contact us: In writing: The Compliance Officer, Mazars Financial Planning Limited, 2 Chamberlain Square, Birmingham, B3 3AX The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk |
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Sustainable Investments
“What if I want to ensure I am investing in funds that will positively impact the world around me?”
Financial Planning
“What if my future is about more than just finances?”
International Private Clients
“What if my tax affairs require jurisdiction-specific advice?”
National contact
David Baker Partner - Head of Financial Planning
National contact
George Lagarias Chief Economist - Financial Planning
Get in touch
Financial Planning Enquiry
Please complete the below form and one of our advisors will be in touch within the next working day to discuss your financial requirements. We look forward to working with you.