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.
Are you paying more than you need to for your life insurance?
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.
Helen joined the Financial Services industry in 1998, and has worked in a variety of compliance and sales roles for large life and pension providers. Since 2014 she has been advising a mixture of individual and business clients as an Independent Financial Adviser based in Reading. Helen joined MHA MacIntyre Hudson Wealth Management in September 2017, and is able to advise clients in all areas of financial planning, including defined benefit pension transfers.
Helen graduated from the University of Reading with a BSc Hons degree in Geography, holds the Diploma in Financial Planning and is working towards Chartered status. She is a member of the Personal Finance Society (PFS) in the takes an active interest in local events and ladies networking groups. Historically Helen has worked predominantly with Company Directors and owner-managed businesses.
In her spare time travelling is Helen’s passion. She also enjoys spending time with her family and keeping fit by running, cycling and going to the gym.Get in touch with Helen McCormick
Mark has been Managing Director of MHA MacIntyre Hudson Wealth Management since 2005. He has been working in wealth management for over 25 years, including over 14 as an independent financial adviser.
Mark is highly experienced in all aspects of helping individuals build and preserve their wealth. He provides independent advice to a wide range of clients and has a particular interest in financial planning in later life, including estate and retirement planning and investments.
Mark has three children and his wife is a Doctor working at the Royal Berkshire hospital. He enjoys spending quality family time, from swimming to cycling and even jumping on the trampoline in the garden! Mark plays a cornet in two local brass bands in the Reading area, and has recorded two CDs in recent years to sell to raise funds for Cancer research and has to date raised £9,000.Get in touch with Mark Dallas
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
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