Our Services
MH Wealth management recognize that clients have individual requirements, needing individual solutions. We work for you, getting to know you, understanding your situation, before conducting a comprehensive and fair analysis of the relevant market for the product or service that we believe best meets your needs. We are not tied to any bank, insurance house or insurance company.
What we can help you achieve:
- Identify and prioritise you financial and personal goals.
- Help you plan for your ideal future, short, medium and long term.
- Make the most out of your money.
- Understand how much investment risk you need to take to meet your goals.
- Save tax
- Protect the wealth you have already accumulated.
How we can help you achieve:
MH Wealth Management will advise across a wide range of financial products and services including;
We offer a diverse range of wealth management products. The right combination of investments can be different for each client. We are here to help you choose the right way to invest your money and construct a portfolio that will help you achieve your goals and meet your objectives.
Looking at the many different options available when saving for retirement and also when looking at taking your benefits from your pension schemes.
There are many types of life assurance policies, all with different features and benefits. The aim is to provide money for those who may be financially dependent on you, in the way which best suits your needs.
Looking at your savings portfolio, from day to day savings, which are accessible at a moment’s notice to longer term savings, based products.
Helping you decide which Mortgage to choose, looking at important points on how you pay back the capital you borrow and how you pay the interest on it.
We consider your current circumstance to provide advice around, tax, trust and inheritance tax planning.
We want to help you to get the most out of later life. Getting older can present a number of financial challenges and managing your finances during this stage in your life is as important as ever.
Advising you on Business Protection, Employee Benefits, Directors Pensions and Auto-Enrolment*. To help you take all the right measures to be in the best position to achieve your business goals and the necessary steps to protect your business.
Each of these areas can become very complex very quickly, please contact us to discuss your circumstances so that we can provide you with tailored solutions.
*Advice on Tax Planning and Auto Enrolment is not regulated by the Financial Conduct Authority.