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McGarrie Vahey & Partners

Wealth Management

01625 522666
  • Homepage
  • About
    • Our Team
    • Our Partners
    • Terms of Use
    • Our Fees
  • Wealth Management
    • Inheritance
    • Generational
    • Divorce Matrimonial
    • Long Term Care
    • Personal Injury Trusts
  • Retirement Planning
    • Pension Accumulation
      • Self-Invested Personal Pensions (SIPPs)
      • Personal Pension
      • Small Self-Administered Scheme (SSAS)
    • Pension Income
      • Annuity
      • Drawdown
  • Protection
    • Relevant Life
    • Term Assurance
    • Whole of Life
    • Critical Illness
  • Contact
    • North West
    • London
01625 522666

McGarrie Vahey

  • Homepage
  • About
    • Our Team
    • Our Partners
    • Terms of Use
    • Our Fees
  • Wealth Management
    • Inheritance
    • Generational
    • Divorce Matrimonial
    • Long Term Care
    • Personal Injury Trusts
  • Retirement Planning
    • Pension Accumulation
      • Self-Invested Personal Pensions (SIPPs)
      • Personal Pension
      • Small Self-Administered Scheme (SSAS)
    • Pension Income
      • Annuity
      • Drawdown
  • Protection
    • Relevant Life
    • Term Assurance
    • Whole of Life
    • Critical Illness
  • Contact
    • North West
    • London
01625 522666

Our Partners

Nigel Liptrot & Associates Wealth Management

Nigel Liptrot & Associates Wealth Management is an Appointed Representative of MVA Holdings Ltd which is authorised and regulated by the Financial Conduct Authority.

Nigel Liptrot has been in financial services since 1972 and has previously worked for a major actuarial company, starting and developing their financial services division. He has specialised in providing investment advice to pension schemes and also personal investments to the directors of the related companies. Over time this has led to individuals seeking pre and post-retirement planning advice, as well as many recommendations being received from existing clients.

Dominic Liptrot joined Nigel Liptrot & Associates Wealth Management in 2011 and is fully qualified to diploma level in regulated financial planning.

Dominic works alongside Nigel providing financial advice across a wide range of areas, with an emphasis on creating long-standing relationships, providing advice to clients throughout key life stages.

Nigel Liptrot & Associates have a small but strong team based approach to looking after our clients. We believe in long-term client relationships supported by experienced administrative staff. Many of our clients are long-standing but we also continue to add new clients


Outline of our core areas of expertise

  • Advising owners of small to medium sized businesses. e.g. Key person / Shareholder Protection / SIPPs and IHT Planning.
  • Setting up and administering of Employee Benefit Schemes e.g. Group Pension / Group Life Schemes.
  • High net worth clients who have acquired substantial sums of money through savings / sales of businesses / inherited monies.
  • Many of these clients require specialist accountancy / tax and legal advice. We have built up over the years some excellent private banking and professional connections. Clients can access these connections via ourselves.
  • Pre & Post Retirement Planning.

McGarrie Vahey & Partners

The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Conduct Authority does not regulate tax advice or trusts.
Please note that the value of an investment and the income from it could go down as well as up.
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
McGarrie Vahey & Partners (Financial Planning) is the trading name of MVA Holdings Limited.

Company Registered in England No. 3722158.
Authorised and regulated by the Financial Conduct Authority No. 456836.

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