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.
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 financial planners can work side by side with your tax advisers, accountants and solicitors for an all-encompassing service.
Our highly qualified Financial Planners will work with you to both protect and grow your personal wealth by:
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
Graham Gordon
Partner & Regional Chairman
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Lee Salter
Financial Planning Director
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Gregg Taffs
Director
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David Hume
Independent Financial Adviser
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Marcus Bull
Independent Financial Adviser
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Scott Newbould
Associate
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Roy Osbourne
Independent Financial Adviser
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Ian Aldred
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.
