MLA Wealth Management Limited

Independent Financial Adviser  45 Warren Road, Banstead, Surrey, SM7 1LG
First meeting at adviser's own cost
Mark Deasy has over 25 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
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 review
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Pensions transfer
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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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Socially responsible investments
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Lump sum
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Regular savings
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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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Payment protection insurance
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Capital gains tax
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Estate planning
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Income tax
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Long term care
Response rating
9.2/10
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FCA authorised
Last authorised 21st September 2020
Meet our advisers
Mark Deasy
Independent Financial Adviser

This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

This qualification helps advisers develop and demonstrate their financial planning capabilities.

About us

MLA Wealth Management was formed in June 2014 and provides independent financial advice to retail and business clients, often encompassing both a client’s personal and business finances. We take a holistic approach realising, as much from our own personal lives as those of our clients, that life at home and life at work are usually inextricably linked.

Our services

Having been providing financial advice to retail clients since 1986, I’m all too aware of what should happen and very conscious of what can sometimes go wrong. Most financial advisers are excellent, but even the best can give ‘poor advice’ if they can only offer a narrow range of products.

I’m passionate about my profession I want to be able to offer my clients a truly independent service; I wanted to be able to offer them what they need and I wanted to be able to offer them the best product available, unhindered by any allegiance.

Where to find us
Head office address: 45 Warren Road, Surrey, Banstead, SM7 1LG
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
9.2/10
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FCA authorised
Last authorised 21st September 2020

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