Wealth Management

Name: MHA
Price range: $

Get in touch with our Wealth Management team.

Contact the team

MHA Wealth provide expert, independent wealth management advice for individuals and their businesses. We believe that, whatever your age and circumstances, you are more likely to achieve your personal and business financial goals if you use an independent financial adviser (IFA).

Our advisers liaise with you to first establish your financial objectives and, working closely with your usual MHA contact, suggest a comprehensive wealth management strategy tailored to your specific risk tolerances and investment objectives.

Our highly qualified Financial Planners will work with you to both protect and grow your personal wealth by:

Arrange your finances to maximise tax-planning opportunities, including ISAs, VCTs and EISs

Cascading wealth down the generations through structured inheritance tax planning

Getting to know your risk profile, so we can manage investments in line with it

Helping you to achieve a balance of income and capital growth in retirement, tax-efficiently

Plan for later life to ensure you have sufficient monies to support long term care

Using Trusts to protect and preserve wealth (where appropriate)

Working on tax-efficient pension planning for you and your business, including SIPPs (self-invested personal pension), SSASs (small self-administered pension schemes) and annuities.

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.