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.
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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
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
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
The whole team are exceedingly knowledgeable and the main benefit of working with MHA MacIntyre Hudson is the reassurance I feel that our business is in safe hands. Hayley Wilson - Fenmarc
The teamwork and support from the MHA team really made the difference to a complex deal. Anthony Pile - Blue Skies
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