Business

Now Is The Time To Review Your Savings,investments, And Retirement Plans

Issue 68

The UK lockdown measures have put a tremendous strain on us all both as individuals and to the UK economy. We all have more time on our hands, so what better time to review your finances.

At MHA Tait Walker Wealth Management, we are passionate about supporting our clients with their financial goals. We are an independent, award winning Wealth Management and Accountancy practice founded in 1937, and we are based in the North of England. We have over eighty years’ experience in providing our clients with high quality wealth management and tax services from investment advice to pension planning.

As we are independent, we can offer financial products without bias or obligation and our 70-strong Wealth Management and Tax team work together to provide specialist advice. We work with clients across the Tyne Valley having acquired Haltwhistle-based Hadrian Financial Services several years ago and we also have consultants based in Newcastle, Durham, Teesside, Northumberland, Carlisle, and Kendal. What we do Our job is to guide you through all financial options and tailor solutions to help you make the most appropriate choices to potentially build and preserve your wealth. Taking the initiative when we need to, we will always be future focused, especially with the ever-changing landscapes of regulations and tax.

Mark Parkinson, Partner at MHA Tait Walker Wealth Management said: “The Covid-19 pandemic has flipped many people’s retirement plans on its head. We all have extra time on our hands now, so why not use it to review your financial goals and plan for the future? “Every client has different needs and aspirations, and we offer independent, personalised advice that covers financial, investment, pensions and tax planning, designed specifically for your lifestyle goals and stage of life.”

We will always act in your best interests. Whether you are an individual, business owner or trustee, one of our professional wealth management experts will work with you to create a tailored strategy that works for you.

If you want friendly, expert, and valuable wealth management from a team that understands you and your needs, please get in touch. We would be delighted to offer you a free initial consultation.

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