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Wealth Management

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. 

Personal financial planning

Our IFAs can work with you to achieve an optimal state for your personal wealth by:

  • Working on tax-efficient pension planning for you and your business, including SIPPs (self-invested personal pension) and SSASs (small self-administered pension schemes).
  • Arranging your finances to make the most of tax-planning opportunities.
  • Getting to know your risk profile, so we can manage investments in line with it.
  • Helping you to achieve a balance of income and capital growth in retirement, tax-efficiently.
  • Cascading wealth down the generations through structured inheritance tax planning
  • Arranging mortgages for a range of purposes – such as residential, buy-to-let and commercial.
  • Using trusts to protect and preserve wealth.

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:

  • Adjust your pension contributions
  • Shelter large amounts of interest or dividend income from tax
  • Advise on an exit strategy if you are selling your business or retiring
  • Optimise and protect borrowings.

Business financial planning

Our IFAs can also advise on business financial planning, working with you on:

  • Workplace pensions and meeting your auto-enrolment obligations as an employer.
  • Other tax-efficient company pension arrangements (including SSASs, stakeholder, employee, directors, SIPPs, and so on).
  • Ensuring your employee benefits scheme is cost-effective to your business and valued by your employees.
  • Protecting your business should a key individual leave or be unable to continue working.
  • Buying business premises.

How our wealth management services can help you

  • Investing: choosing investments that are more likely to meet your objectives and timescales
  • Pensions: helping you to build up enough wealth to enjoy a comfortable retirement
  • Income in retirement: delivering the sustainable income you need, tax-efficiently
  • Lifestyle protection: financial security for you, your family and your business should the worst happen
  • Inheritance tax planning: helping you pass on as much of your wealth as possible
  • Paying for long-term care: the specialist advice you need to make the right decision
  • Mortgages: independent advice on mortgages
  • Workplace pensions and employee benefits: including making sure you fulfil your auto-enrolment duties.

Get in touch to discover how our wealth management services can help you protect your wealth – both now, and for the future.

 


Disclaimer

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.

Key contact

IFA
Mark Dallas
+44 (0)1189 503895
 

Enquire now

Meet the team

Robert Gurney

Financial Advisor

Rober has worked as an Independent Advisor for 15 years and has worked in financial services since 1987. He is a qualified pension transfer specialist but also focus' on Inheritance tax planning and Business protection for Keyperson and shareholder planning

In addition, Robert is one of the advisors who undertakes EIS and VCT planning for clients.

In his spare time, Robert plays Real (Royal) Tennis and likes Blues and Southern Rock and attends gigs and festivals.
 

Get in touch with Robert Gurney
Photo of Lynda Fisher

Lynda Fisher

Independent Financial Adviser (IFA)

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
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Martin Harding

Independent Financial Adviser

Martin joined the Wealth Management division in 2017. He is an experienced Independent Financial Adviser who specialises in pension planning, investing for growth or tax efficient income and inheritance tax planning. He also 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. As well as holding the level 4 Diploma in Financial Planning, he holds the level 6 Advanced Pension Planning qualification.

Martin has spent over 20 years in the industry and is very passionate about delivering a high level of customer service to his clients.

Get in touch with Martin Harding
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Helen McCormick

Independent Financial Adviser (IFA)

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

What they say about us

With MHA MacIntyre Hudson’s support, our business has been very successful since we started three years ago. Simon Burke - Dalbergia Group

What they say about us

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