About you
As Independent Chartered Financial Planners we work with a wide variety of individuals and businesses to provide advice in many different ways tailored to their needs.
Wealth Builders
Building strong foundations are crucial to achieving longer term financial objectives.
Our work with clients who are starting to build their wealth focuses on ensuring that every one of their financial arrangements is positioned to facilitate successfully reaching their financial goals.
Approaching or in Retirement
For clients who are either approaching retirement, or are already retired MHB Financial Planning is here to help.
We focus on identifying how best to allocate existing resources and make sure that all available allowances are used in the most efficient way.
We aspire to give our clients the confidence that they can enjoy the retirement they desire.
Business Owners
We understand business owners have already worked incredibly hard to successfully grow their company .
We also understand that there are many factors to consider without having to worry about personal finances too.
For those who want to make sure that their business is supporting them in having the retirement they desire, or want to protect their business against any unexpected events then we are here to help.
Professional Networks
We have a large professional network across a diverse professional spectrum so where our clients are looking for additional services such as updating their will, or are in need of an accountant we will be happy to make any required introductions.