MHA Tait Walker Wealth Management

Independent Financial Adviser  63 Main Street, Staveley, Kendal, LA8 9LN
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FCA authorised
Last authorised 20th September 2021
You can be assured of receiving honest impartial advice that is suited to your own goals.
We can advise you on
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Annuity purchase
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Pension drawdown
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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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Buy my next home
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Buy to let
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Buying first home
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Equity release
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Next home / Remortgaging
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Right to buy
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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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OEICs
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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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Critical illness
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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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Long term care
Meet our advisers
MR Ashley Magean
Financial Planner
About us

Financial planning isnt just about putting your money where it will get the best return, nor is it just about buying products like a pension or an ISA - it is an ongoing process to help you manage your finances to achieve your goals in life.

Whether you want to be sure of a comfortable retirement at an age of your choosing, travel the world, help your children with the cost of university, or simply make sure your family would be safe and secure if you should die or become seriously ill, you should plan your finances carefully now.

All of our clients are unique and we provide a service that's right for you.

Tait Walker Wealth Management is built on a strong reputation. Tait Walker is an award winning, independent accountancy practice founded in 1937.

The Wealth Management team provides one element of a complete set of accountancy and advisory services, available to large corporates, owner managed businesses and individuals.

We have specialists on hand to ensure a comprehensive, joined-up approach, no matter what your financial planning needs.

Our services

Whether you’re an individual, a business owner or a trustee you need wealth management expert to work with in order to fully understand your financial goals and help you to take the right steps to achieve them.

We have over seventy years’ experience in providing our clients with the highest quality service. Our expert advisers and investment managers create a tailored strategy which works for you and assess your needs at every stage of life and in business.

Our specialist financial planning team provide clients with advice on a wide range of matters including investments, retirement, pensions and more.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face

63 Main Street, Staveley, Kendal, LA8 9LN

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