MHA Tait Walker Wealth Management

Independent Bulman House, Regent Centre, Gosforth, Newcastle Upon Tyne, NE3 3LS
First meeting at adviser's own cost
Response rating
9.1 /10
FCA verified
14th October 2019
We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Steven Whitehead DipPFS
Financial Planner
Gordon Dyson DipPFS
Financial Planner
Ian Marsh DipPFS
Employee Benefits Consultant
Geoff Cavanagh APFS
Chartered Financial Planner
Nick Swinhoe DipPFS
Head of Investment Services
Martin Lebovitch DipPFS
Associate
Deborah Trelease DipPFS
Financial Planner
Leonard Birnie APFS
Chartered Financial Planner
Accreditations
Chartered Financial Planner
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
Where to find us

Bulman House, Regent Centre, Gosforth, Newcastle Upon Tyne, NE3 3LS

Make an enquiry
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

Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0