Wealth

Financial Planning

Name: MHA
Price range: $

Get in touch with our Financial Planning team.

Contact the team

MHA Wealth offers extensive financial planning, advising, stockbroking and investment management services.

As one of the oldest, few surviving stockbroking and independent financial advisers in the United Kingdom, we have accumulated a highly regarded reputation spanning several generations. Our service is recognised as serving our valued clients with an on-going service of support that is of paramount importance to us.

Financial Planners

If you are looking for informed, impartial and perceptive independent financial advice regarding your financial affairs, we believe that you need look no further.

We provide clients with a completely confidential service, professional advice, and continued support. Our team of financial advisers is incredibly experienced and qualified to handle your financial affairs. Our IFA team can provide you with clarity on all manner of topics, many of which we understand can easily become overwhelming.

Our independent financial advisers are truly independent and able to choose from the whole range of available products and services in order to assess those most suitable for your circumstances. With an extensive knowledge surrounding the financial sector, our team can suitably direct you towards the most appropriate area.

Our Independent Financial Advisors offer:

Corporate benefits
Integrated tax planning & inheritance tax planning
Later life planning (including Lifetime mortgages)
Lifetime financial planning
Maximising investments and investment planning
Offshore planning
Pension & retirement planning (including SIPP and SSAS)
Property purchase administration for specialist pensions
Protecting your income
Wealth Management

Investor portals

Access your MHA Wealth investor portal below

Find out more

Why MHA Wealth?

Firstly, and most importantly, we believe in building long term client relationships. The cornerstone of our professional service is the personal touch - our clients are allocated a personal financial planner available at the end of the phone, or in person, at our office or in your home.
We provide the full range of services to ensure that whatever your stage of life, we can help you with your changing goals and objectives. Our service is based on the belief that financial advice should be provided by trusted financial planners working solely in your best interests.
Our advice is completely impartial and independent, ensuring that we can provide the very best solution for your personal circumstances.
We believe that the day to day management of your investments, and the high quality ongoing advice we provide to help achieve your long term financial plan, are separate skill sets - therefore our national team consists of both highly qualified financial planners and experienced investment managers.