About Us

At MHA Tait Walker Wealth Management, we are passionate about supporting our clients with their financial goals. 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.

MHA Tait Walker Wealth Management is a trading style of Tait Walker Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority. Tait Walker Financial Services Ltd is owned by Tait Walker LLP

Meet our Senior Team

Mark Parkinson
Partner

Mark joined MHA Tait Walker in 2012 having previously worked for Barclays and HSBC in their wealth divisions. He is passionate about delivering high quality, tailored wealth management services and developing long term business relationships which are built on trust and professionalism. Mark works with his growing team to ensure that clients receive a proactive wealth service. Mark and his team cover all areas of personal and business financial planning, including investment advice, pension planning, tax planning strategies, estate planning, personal and business protection.

Martin Lebovitch
Associate

Martin joined MHA Tait Walker in 2009, after having previously worked at Dickinson Dees and Baker Tilly. He was promoted to Wealth Management Associate in 2013 and specialises in financial planning to owner-managed businesses and has specialist planning experience across pensions, investment and estate planning. Qualification Designations: BA. APFS

Geoff Cavanagh
Chartered Financial Planner – Associate

Geoff joined MHA Tait Walker in 2006 having previously spent 5 years with Lloyds Private Banking.

Geoff works with individuals and businesses to help them achieve their lifetime and financial goals. Geoff has achieved Chartered Financial Planner status and is an Associate within the Wealth Management department.


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


MHA Tait Walker Wealth Management are looking forward to once again supporting Professional Golfer Garrick Porteous in the European Golf Tour 2021.