Financial Advice

Established in 1906, MHA Caves Wealth is an independent company offering an extensive range of financial planning, advising, stockbroking and investment management services. As one of the oldest, few surviving stockbroking and independent financial advisers in the United Kingdom, we have accumulated a highly regarded reputation spanning several generations. Our service is recognised as serving our valued clients with an on-going service of support that is of paramount importance to us.

Financial Advisers

If you are looking for informed, impartial and perceptive independent financial advice regarding your financial affairs, we believe that you need look no further. Here at MHA Caves Wealth, we provide clients with a completely confidential service, professional advice, and continued support. Our team of financial advisers is incredibly experienced and qualified to handle your financial affairs. Our IFA team can provide you with clarity on all manner of topics, many of which we understand can easily become overwhelming.

Our independent financial advisers are truly independent and able to choose from the whole range of available products and services in order to assess those most suitable for your circumstances. With an extensive knowledge surrounding the financial sector, our team can suitably direct you towards the most appropriate area. Our IFAs offer advice on matters such as;

• Life assurance cover
• Pension arrangements (including SIPPs)
• Investments
• Inheritance tax trust structures
• Investment bonds

First Choice for Expert Financial Advisers

Our team work hand-in-hand with our discretionary investment managers to provide an all-encompassing service, from the initial independent financial advice through to the ongoing management of your investments. Most importantly, we make sure that you remain fully informed regarding your financial affairs throughout.

If you would like to find out more about our IFA or any other services, please do not hesitate in contacting by phone on 01604 621 421, or, alternatively, you can fill out a contact form and we will make it our priority to get in touch.