MHA Tait Walker Wealth Management

Independent Financial Adviser  Medway House, Stockton on Tees, TS17 6EN
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FCA authorised
Last authorised 26th July 2021
We have been established in the North East for over 75 years and our wealth management team continues to grow.
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 first home
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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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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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Corporate pension
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Employee benefits
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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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Long term care
Meet our advisers
MR Mark Parkinson
Partner
MR Ian Marsh
Employee Benefits Consultant
MR Gordon Dyson
Financial Planner
MR Nick Swinhoe
Financial Planner
MR Steve Wroe
Financial Planner
MR Geoffrey Cavanagh
Financial Planner
MR Steven Whitehead
Financial Planner and Mortgage Specialist
MR Martin Lebovitch
Associate
MRS Deborah Trelease
Financial Planner
About us

From the initial advice process right through to the end stage, our team of independent financial planners will provide the recommendations you need to organise and make best possible use of your financial resources – with a proactive and value adding approach to your wealth matters, every time. We work with our colleagues in the tax, corporate finance and accounts departments to provide a complete and unrivalled accountancy and wealth management service.

Our services

Our practice was established in 1937 and we are proud of our local history and continuing independence. It is the quality and experience of our staff, and their commitment to our firm and our clients, that differentiates Tait Walker from other firms.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Face to face

Medway House, Fudan Way, Teesdale Park, Stockton on Tees, TS17 6EN

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