Mangu Wealth Management

18/12/2025

Our New Year financial planning reviews are proving to be popular.

If your New Year's resolution is to achieve financial peace of mind, please do get in touch.

25/11/2025

Most people don't wake up thinking they need a financial plan.

However, having a financial plan in place can bring clarity around your current financial situation and the peace of mind that you are heading in the right direction towards achieving your financial goals.

Check out our latest article and reach out if you would like to begin your financial planning journey.

Designing a blue print for financial security

09/01/2025

A recent article on Investment Trusts and, in particular, those that are being targeted by Saba Capital, an activist New York-based hedge fund.

Several Investment Trusts have been targeted by Saba Capital, the New York-based hedge fund, that has taken large stakes in the following Investment Trusts: Baillie Gifford US Growth Trust Edinburgh Worldwide Keystone Positive Change Henderson Opportunities Trust European Smaller Companies Trust CQS

13/11/2024

I thought I’d write an article on how we use cash within a financial plan.

How cash can be used within a financial plan.

17/06/2024

An article on how people can shift their mindset from saving to spending in retirement.

Contact us to start your retirement journey.

How to shift your mindset from saving to spending in retirement.

04/03/2024

When prospective clients first contact us, they usually want advice around their pensions or investments or they might have a cash lump sum to invest.

Often, after meeting with them, we find that they are really looking for us to provide them with financial wellbeing.

I thought I would share an article on financial wellbeing and how we try and build this into our financial plans.

How Lifestyle Financial Planning can improve your financial wellbeing.

04/03/2024

I know how difficult it is to reach out for financial advice so I thought I would share how we like to approach potential new enquiries.

We normally begin by arranging a coffee meeting which can either be face-to-face or online via zoom.

This is an opportunity for you to get to know us and for us to get to know you.

• It lasts about 45 minutes.

• It doesn’t cost anything.

• We’ll discuss any financial concerns you have.

• We’ll try and answer any questions you might have.

• We’ll explain how we work.

• We’ll let you know whether we think we can add value to your financial situation.

• We won’t try and sell you anything!

It’s straight-forward, relatively painless and hopefully informative and there is no obligation on your part if you don’t think we are the right fit for you.

We are approachable and down to earth and we are happy to schedule an appointment at a time convenient for you.

If you would like to begin your financial planning journey, please do reach out.

12/02/2024

This is extremely useful for those with large pension funds.

The deadline to apply is 5th April 2025

24/01/2024

We all have retirement dreams – for some people this can include:

• Selling their business.

• Retiring early.

• Travelling across the UK and Europe in a camper van.

• Spending the winter months in sunnier climes.

• Buying a sports car.

Whatever you want to do in retirement, it is important to get your finances sorted and the best way to do this is to have a financial plan:

• This stress tests your finances to ensure you can afford to maintain your lifestyle, whatever happens.

• It builds in ‘what-if’ scenarios showing you the impact of your spending choices.

• It helps you determine whether you will financially comfortable for the rest of your life.

Having helped hundreds of people through retirement, one of the biggest predictors of a successful retirement , is having a financial plan in place.

Knowing your finances are sorted provides you with the peace of mind to fully embrace the next chapter of your life.

To begin your financial planning journey, please contact us today.

21/01/2024

We’re supporting Financial Planning Week.

Financial Planning Week aims to raise awareness of financial planning and the role of qualified financial planners in helping people to think ahead and plan for their future.

We’re offering a number of free one-hour financial planning sessions to help people take the first steps on their financial planning journey.

Please contact us to arrange your free one-hour session.

www.manguwealth.com

08/01/2024

Most Financial Advisers are focused on financial products and investments and how much money you have.

As Lifestyle Financial Planners, our focus is on you.

In our experience, most people want peace of mind, financial security and financial independence in order to live their desired lifestyle.

Our job then is to help our clients identify, achieve and maintain their desired lifestyle and to do this we look to answer some of the big questions:

What do you want to achieve between now and the day you die?

What gives your life meaning and purpose?

How much do you need in order to be financially independent?

How much do you need in order to maintain your lifestyle now and in the future?

How much do you need in order to secure your family’s future?

We do this by creating a bespoke financial plan for our clients which takes into account their assets and liabilities, their income and expenditure and planned capital withdrawals, and we project this forward for the rest of their lives.

Lifestyle Financial Planning is about helping you to live your best life.

Financial products and investments, whilst important, are simply tools to help you achieve this.