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