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Wealth Management

"If you are a business owner, we understand that your financial planning is about more than your business balance sheet."

Tom Lyon

We're confident we can help you reach the next level

With great business success comes the need for a first class wealth management strategy. To put you in control of your personal financial future we would love to introduce you to specialist team – together we can help you reach your goals, both professionally and personally.

Introducing MDH Financial Partners

 

 

Investment - planning is everything

We will only ever make investment recommendations based on what we truly believe in. Whether our clients are looking for growth or income, we collaborate closely with the individuals and businesses we work with to effectively communication and manage the potential risks and rewards of their investment options in a clear, easy-to-understand way. Please be advised that the value of investments can fall as well as rise. You may not get back what you invest.

 

Offshore/Onshore Bonds

Discover the merits of offshore and onshore bonds with advice and support from our specialists and find out how to make these play a powerful part of your investment portfolio.

ISA's

Get the best, unbiased advice on which independent savings account is right for you and your situation from our expert team.

 

 

 

Pensions - working for your future

Our advanced pension specialists can help you map out the next step for your pensions, whether you’re an individual thinking about the next step, or a company planning for the future. We’ll work with you and offer industry-leading, impartial advice relating to workplace pensions, final salary schemes, self-invested personal pensions (SIPPS) and small self-administered schemes (SSAS).

Company Pensions

Learn about the implications of company pensions for your organisation. We can help with auto enrolment queries, how much you need to put in and what long term planning options are available to you.

Retirement Planning

Devise a smart plan for your retirement with help from our knowledgeable experts. You’ll receive independent advice from professional and accredited specialists that’s been tailored to you.

Workplace Pensions

Learn about the implications of workplace pensions for your organisation. We can help with auto enrolment queries, how much you need to put in and what long term planning options are available to you.

Bespoke Pensions SIPP/SSAS

Perfect if you’re looking for a little more control over your ongoing investments, work with our team to ensure you’re able to get the most out of your bespoke pension SIPPS/SSAS.

Personal Pensions

Retire happy after making smart plans for your personal pension in good time. Get your head around what’s out there and what will work best for you with help from our specialist experts.

 

 

Insurance - protecting the things that matter

Our extensive knowledge of, and experience in, the wealth management industry has meant we have an unrivalled portfolio of insurance products available to us and our clients. By fully assessing and understanding the needs of our clients, we can recommend the best possible package.

Key man

Protect your business and the integral people within by investing in key man insurance. Putting cover in place will give you peace of mind that, should the worst happen, you will be able to continue.

Private/Medical

Helping our clients to discover which medical insurance provider will offer the best package to suit their personal situation using our extensive knowledge of the industry.

Income Replacement

We provide peace of mind and financial stability by establishing income insurance policies for our clients which will protect them should a change in personal circumstance impact upon their earning power.

Relevant Life Plan

We work with company directors and business owners, helping them to run life plan insurance policies through the organisation, providing a meaningful saving on National Insurance and inheritance tax charges.

Life/Critical Illness Cover

Putting plans in place that will provide support and income to your loved ones is a delicate, but necessary process. Our experienced professionals will work with you to design an insurance package that will work best for you and your family.

 

Mortgages

We understand that choosing a mortgage is a significant commitment and by working with our independent professionals, you'll be guided through the process by the best in the business.

Capital Raising

Our private mortgage specialists can work with you across all purchasing and remortgaging requirements to ensure you're in control.

Buy to Let

Secure the right buy to let mortgage for your portfolio with support and guidance from experienced, independent experts.

Mortgage

Our independent consultants are here to ensure you have access to the right mortgage that's going to be the ideal fit for you and your personal situation.

Get in touch

To discuss your personal wealth management needs, simply complete the form and our experts will be in touch.

Contact Form Wealth Management

MDH Financial Partners Limited is authorised and regulated by the Financial Conduct Authority no. 783631.

MDH Financial Partners Limited is a Limited Company registered in England & Wales no. 09532137.

The guidance and/or advice contained in this website is subject to UK regulatory regime and is therefore restricted to consumers based in the UK, for more information visit http://www.financial-ombudsman.org.uk

Your home may be repossessed if you do not keep up repayments on your mortgage.

You can choose how we are paid for mortgages; pay a fee, usually 0.5% of the loan amount or we can accept commission from the lender. The Financial Conduct Authority (FCA) does not regulate some forms of mortgage.