Wealth Management

At MHA Tait Walker, we are passionate about supporting our clients with their financial goals. We have over seventy years’ experience in providing our clients with the highest quality wealth management services and we are fully equipped to support you.

Our Team

Whether you’re 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, providing advice in key areas including:


What we do

Our job is to guide you through all financial options and tailor solutions to help you make the right choices in order to 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.

You can choose as much or as little advice as you want, safe in the knowledge that we always act in your best interests. As we are truly independent, we’re free to offer financial products without bias or obligation.

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. We have consultants based in Newcastle, Durham, Teesside, Northumberland, Carlisle and Kendal.


What do our clients think?

“I have worked with MHA Tait Walker for many years and I can honestly say that the service has been consistently excellent. I feel that as a client my needs are put first and I would find it very difficult to find another adviser who I could trust as much as I do now.”

Murray Hogg – Murray Hogg Limited

“Working with MHA Tait Walker Wealth Management has been a pleasure; they are a very friendly and proactive team who helped me through each stage of the process. I would certainly recommend them to friends and family and would not hesitate to work with them again in the future.”

Chris Gibbison – Helena Biosciences

In this section

Key Contacts