MHA | Wealth Management
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Wealth Management

Wealth Management

Get in touch with our Wealth Management team.

Our investment in quality people means that we have a wealth of expertise at our fingertips.

Our specialist personal financial planning team provides bespoke advice on a wide range of matters including retirement, investment, estate and protection planning and their associated tax issues.

As well as receiving a highly personalised service, clients also get a wide choice of investments and tax structures, enabling them to optimise their portfolios and expected returns.

Our specialist service areas:

Lifetime financial planning
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Protecting your income
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Maximising investments & investment planning
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Integrated tax planning & inheritance tax planning
Mortgage raising
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Offshore planning
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Pension & retirement planning
Contact us Get in touch with our Wealth Management team Contact the team

Our wealth management team


MHA Moore and Smalley is regulated by the Financial Conduct Authority, FCA registration number 448716.