MHA Tait Walker Wealth Management

Independent Financial Adviser  Bulman House, Newcastle upon tyne, Tyne and wear, NE3 3LS
First meeting at adviser's own cost
We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
9.1/10
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FCA authorised
Last authorised 3rd August 2020
Meet our advisers
Omar Din
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Accreditations
Certified Financial Planner
Ashley Magean
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Deborah Trelease
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Geoff Cavanagh
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Ian Marsh
Employee Benefits Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Leonard Birnie
Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Martin Lebovitch
Associate

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mike Hartness
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Nick Swinhoe
Head of Investment Services

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Steven Whitehead
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

Mark Parkinson
Partner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
At my age and stage in my career, it was about time I seriously thought about securing the future. Right from our first meeting, Leonard understood my current position and future goals. He untangled the complexity of wealth management (pensions and investment planning) and explained with absolute clarity where I was and what actions were needed to get to where I wanted to be. I am already starting to see the benefits of the excellent advice received. I can now look to the future with the confidence of knowing that my goals can be realistically achieved. The service received so far has been first class! Leonard's a pleasure to work with and I would certainly recommend him.
Derek, Newcastle
About us

Putting our clients at the centre of everything we do, we are experts in pensions, retirement, investments and understanding your goals.

We have been providing our clients with independent financial advice since 1937, with offices in; Newcastle, Northumberland, Teesside, Durham, Leeds, Carlisle and Kendal.

We have spent the last 80 years understanding our client's lifestyle goals and delivering exceptional client service whatever their financial aspirations.

Our expertise centres around three main areas - Investment Planning, Retirement Planning and Estate Planning.

Our services

1. Making the complex simple - In a industry filled with jargon we are committed to educating our clients and helping them take ownership of their own financial plan.

2. Exploring your goals and aspirations - Key to our approach is getting to know our clients and building a long-term relationship based on trust.

3. Retirement Planning - Helping you to plan your ideal retirement and achieve it.

4. Estate Planning - Working with you to ensure your hard earned money is protected for future generations.

5. Investment Planning - Helping you structure a tax-efficient investment plan

Where to find us
Head office address: Bulman House, Regent Centre, Gosforth, Newcastle Upon Tyne, NE3 3LS
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.1/10
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FCA authorised
Last authorised 3rd August 2020

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