MHA Wealth offers extensive personal 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 Advisers
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 personalised, holistic, independent financial advice. This means that we consider a wide range of financial strategies, services and products, from many different providers. We are constantly reviewing the market to ensure that the services and products we offer are appropriate for our clients.
Our team of experienced financial planners can provide you with advice on all areas of financial planning, ensuring we get to know your personal circumstances and financial aims and priorities. Our financial planners can work side by side with your tax advisers, accountants and solicitors for an all-encompassing service.
Our Independent Financial Advisors offer:
- 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
- Corporate benefits
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 adviser 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 advisers 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 advisers and experienced investment managers.
Our MHA Wealth team
Simon Harvey
Partner
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Elizabeth Hall
Financial Planning Partner
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Charlotte Elgar
Independent Financial Adviser
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Ben Harrison
Financial Planning Director
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Peter Brydon
Director
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Dominic Thackray
Independent Financial Adviser
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Gary Doolan
Independent Financial Adviser
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Scott Kent
Associate | Independent Financial Adviser
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Phil Brook
Independent Financial Advisor
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Rob Houghton
Senior Financial Planning Consultant
Full detailsMHA Wealth is the trading name of MHA Wealth Ltd, a company registered in England (1916615) with registered office at The Pinnacle, 150 Midsummer Boulevard, Milton Keynes, MK9 1LZ. MHA Wealth is authorised and regulated by the Financial Conduct Authority (FCA) with registered number 143715 and is a member of the London Stock Exchange. MHA Wealth is a member of the MHA group. Further information on the MHA group can be found at here.
