Investment Management Newcastle

With over 80 years of experience, MHA Tait Walker is an award-winning accountancy firm offering investment management in Newcastle Upon Tyne.

A solid investment strategy is essential to secure your ideal financial future. You may envision researching the markets and deciding where to put your investments yourself, but this requires a lot of time and expertise. Our investment management team in Newcastle can help you make the right investment decisions, so you have more time to focus on the good things in life.

Even for the most experienced investor, the world of investments can be a challenge, and you can still benefit from expert advice. No one can predict the peaks and troughs of financial markets and it is extremely difficult to recognise when the best times are. As investment management professionals, we understand the risk involved with the ever-changing investment landscape, and keep a constant watch on the market, so you don’t have to. Whether you’re an individual, business owner or trustee, one of our highly qualified investment management experts will work with you to create a tailored strategy that supports your financial goals.

Supporting clients in Newcastle and beyond

We currently offer investment management in Newcastle and around the North East. Our progressive approach means we develop a bespoke plan for each client to ensure your investments are affordable, tax efficient, and in-line with your attitude towards risk. 

As a starting point, we identify your long and short term financial goals and review any existing investments. Following this, we develop a tailored strategy based on your objectives and our analysis of the financial markets. Once we have implemented your plan, we will continue to meet with you regularly to discuss your needs and any change in circumstances.

We set ourselves apart with our fantastic people. As a multi-disciplined firm, we boast a knowledgeable team of financial experts. Our tax team provide input to ensure you achieve tax efficiency, whilst our wealth team continuously survey the financial market to minimise risk. We take initiative when we need to, and promise to always be future-focused. With MHA Tait Walker, you can be confident your assets are in the right place.

Investment management for business

Without an effective investment strategy, your business may not be meeting its full potential. At MHA Tait Walker, we are passionate about supporting both you and your business. Whether you’re looking to make a new investment or want us to review your existing portfolio, we will give you independent advice and work with you to develop a tailored strategy. We have a proactive approach and will meet with you regularly to discuss any changes to tax legislation to make sure you aren’t missing tax savings or potential business issues.

Contact Us

Get a quote today- your ideal financial future is just a conversation away, so why not get in touch below for a personalised, no-obligation consultation?