We provide expert, independent wealth management advice for individuals and their businesses. We believe that, whatever your age and circumstances, you are more likely to achieve your personal and business financial goals if you use an independent financial adviser (IFA).
Our experts talk with you to establish your financial objectives and, working closely with your usual contact, suggest a comprehensive wealth management strategy tailored to your specific concerns and objectives.
Our IFAs can work with you to achieve an optimal state for your personal wealth by:
Tax-efficiency is the key to wealth management, so we can also work with you to identify other ways of making your affairs more tax-efficient. We could, for example:
Our IFAs can also advise on business financial planning, working with you on:
Get in touch to discover how our wealth management services can help you protect your wealth – both now, and for the future.
Financial advice is provided in association with MHA MacIntyre Hudson Wealth Management which is an independent advisory firm and is a trading name of Lighthouse Carrwood which is an appointed representative of Lighthouse Advisory Services Limited which is authorised and regulated by the Financial Conduct Authority.
+44 (0)1189 503895
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Changes to your business can have a knock-on effect to the financial planning of directors and shareholders. If your business has recently changed in any way, we suggest you meet your independent financial adviser to discuss how this affects your finances.
Tracey has been working as an adviser in financial services for 32 years, and currently looks after clients at the Peterborough office of MHA MacIntyre Hudson. She advises on general wealth management, and in particular pensions, IHT planning and VCT/EIS work.
Throughout her career, Tracey has worked alongside various Accountancy firms and now has a large portfolio of clients.
Outside of work, Tracey enjoys horse riding and is a qualified riding instructor. She is also a Divemaster and has trekked to Everest Base Camp.Get in touch with Tracey Mason
Lynda has worked in financial planning since 2000. She joined the Wealth Management division of the City office of MHA MacIntyre Hudson in 2006 as an Independent Financial Adviser (IFA). Lynda works closely with clients to enhance and protect their wealth during their lifetimes and for their future generations. Her main areas of expertise are retirement planning and ‘later life’ planning, including investment, tax optimisation and Inheritance Tax mitigation.
Outside work, Lynda is a member of a tennis club, enjoys walking, trekking and travel as well as sampling London culture.Get in touch with Lynda Fisher
Nigel specialises in providing sound financial advice in the commercial/corporate arena providing much needed protection for the Directors/Shareholders and employee benefit needs of SME businesses. His broad skills-set has been developed through his continued involvement in the commercial, personal wealth market for over 20 years.
In his spare time he loves the arts, plays the piano and has just taken up photography.
Nigel says “I take a clear logical and practical approach to problem solving with a strong drive to ensure the best outcomes for my clients”Get in touch with Nigel Vosper
Neil has thirty years experience in financial services and now addresses the most complex of issues surrounding people’s personal finances.
Outside of work, his interests are British and Russian history and the nineteenth century classics.Get in touch with Neil Standish
With MHA MacIntyre Hudson’s support, our business has been very successful since we started three years ago. Simon Burke - Dalbergia Group
SilverLining UK very highly recommends MHA MacIntyre Hudson for all your company’s financial accounting needs.Our corporation has worked with MHA MacIntyre Hudson for the last 4 years. They are truly the best at what they do.They continually provide timely and excellent service and go ‘above and beyond' for their client. Their knowledge, communication skills and professional qualifications are of the highest quality and standards. SilverLining UK - Construction Sector