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 can work with you. We can fully understand your financial goals and help you to take the right steps to achieve them. Our expert advisers and investment management specialists create a tailored strategy that works for you. We assess your needs at every stage of life and in business.

Our experienced financial planning team provide clients with advice on a wide range of matters. This includes investments, retirement, pensions, mortgages, estate and protection planning and all associated tax issues. The team are fully qualified to assess your individual needs and provide tailored advice.

What we do

Our job is to guide you through all financial solutions and ever-changing regulations to help you make the right choices. We’re also keen to make sure you know all the latest options available to you in order to build and preserve your wealth – you can rely on us to take the initiative. You can have as much or as little advice as you want, safe in the knowledge that we always act in your best interests. And we’re truly independent, so we’re free to offer any 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 wealth management consultants based in Newcastle, Durham, Teesside, Northumberland, Carlisle and Kendal.

In this section

Key Contacts

Nick Swinhoe

Head of Investment Services

The team