About Us

MI Wealth Management believes that our strength lies in our relationships with our clients, offering a high quality personalised service. Tony Menghini, the Senior Adviser and Managing Director of the firm, has almost 30 years experience within the industry, and continues to offer his clients a first class personal service.

MI Wealth Management services will appeal to those individuals, professionals or business entrepreneurs who desire porfessional advice and regular management and review to maximise their wealth.

The level of membership and fees are agreed in advance depending on each clients' requirements, and can be paid by standing order either monthly or annually. Those clients choosing to pay annually will also receive a discount equivalent to two monthly payments.

Access to the service is at four levels above the basic transactional level, i.e. simple 'one-off' transactions that need limited financial analysis and require no ongoing service or reviews.

All clients joining receive certain core services depending on their level of membership, as well as various extra value and additional services, as shown on the Service Levels chart below.

• Bronze Membership Designed as an uncomplicated service for clients who recognise the need for expert advice, but typically require that advice centered around an immediate single issue, that will require review and re-planning in the future. It includes a financial analysis, an annual review meeting and investment summary, as well as access and contact with their adviser throughout the year by phone, email or letter. This is the starting level of membership providing peace of mind and satisfaction that your affairs are being properly looked after.
  
  
• Silver Membership This level is suited to clients who expect to have increasingly complex financial affairs as time passes, or who have already simplified their financial affairs down. It includes the same core services that Bronze membership receives, plus a mid-year investment summary, and access as required to more of our extra value and additional services at no extra charge.
  

• Gold Membership Membership at Gold level offers clients with more complex financial affairs a comprehensive service that encompasses investment and pension planning, financial, estate and tax planning, often in consultation with other specialist advisers. In addition to the core and extra value services Bronze and Silver membership provide, Gold level also includes an additional mid-year update meeting, regular briefing notes via email, and a mobile contact number for clients' convenience. Most importantly though, Gold level clients also benefit from our investment portfolio building service at no additional charge.
  
  
• Platinum Membership Our highest and most proactive level of service is for clients with complex financial affairs requiring continuous management throughout the year. Platinum membership entitles clients to all of our core, extra value and additional services without any additional charge, including additional meetings on request, quarterly investment summaries, as well as annual and mid-year investment reports. Platinum level clients can also take advantage of our Pension transfer analysis service at no extra cost.