Business Details
16 Years
experience
Your Independent Financial Advisers in Yorkshire
Mint Wealth Management is a client-centric financial advisory firm dedicated to empowering individuals and businesses across Yorkshire and the North East of England. With a foundation built on listening to clients' unique needs, we craft personalized financial plans that address both immediate concerns and long-term aspirations. Our team of Chartered Financial Planners combines extensive industry experience with comprehensive research to deliver unbiased, tailored solutions. Recognized as a member of the Best Practice IFA Network, we maintain rigorous regulatory compliance while prioritizing transparent communication and ongoing plan reviews.Our expertise spans pensions, investments, tax planning, and wealth management, ensuring clients receive holistic guidance aligned with evolving life circumstances. Through a commitment to continuous professional development and ethical standards, we've cultivated a reputation for trustworthy advice that prioritizes client interests above all.
Services
Financial Planning
Pension Advice
Investment Management
Wealth Protection
Tax Planning
Estate Planning
Business Insurance
Retirement Solutions
Savings Strategies
Protection Plans
Details
- Year established: 2010
Highlights and features
- We offer 15+ years of independent financial advisory experience since 2010
- Our team includes Chartered Financial Planners with specialist pensions expertise
- We provide tailored solutions through comprehensive, unbiased product research
- We maintain transparent communication with regular plan reviews and updates
- Our client referrals demonstrate proven trust in our advisory services
Associations and certifications
- Best Practice IFA Network
- Financial Conduct Authority
What people say
Financial stability proof
Trusted and safe hands
Efficient service
Expertise in pensions
Personalized solutions
Services
Financial Planning
Our financial planning service creates comprehensive strategies tailored to individual goals, considering current circumstances and future aspirations. We analyse income, assets, liabilities, and risk profiles to develop actionable plans addressing retirement, education funding, and wealth preservation. With regular reviews and market updates, we ensure your financial roadmap evolves with changing life circumstances and regulatory environments.
Pension Advice
Specialist pension advice covers SIPP management, auto-enrolment compliance, and retirement income strategies. We help clients navigate complex pension landscapes including state benefits, occupational schemes, and private arrangements. Our FCA-regulated advice ensures optimal pension consolidation and tax-efficient withdrawal strategies while maintaining compliance with evolving regulatory requirements.
Investment Management
We offer diversified investment solutions matching client risk profiles and financial objectives. Our services include portfolio construction using collective investments, fixed interest products, and offshore funds. Through regular performance monitoring and rebalancing, we maintain alignment with investment goals while considering market conditions and tax implications across different investment vehicles.
Wealth Protection
Our wealth protection strategies focus on preserving family assets and business interests through inheritance tax planning and estate structuring. We implement trust arrangements, lasting powers of attorney, and succession planning solutions while considering lifetime gifting strategies and potential tax liabilities to maximise wealth transfer efficiency.
Tax Planning
We provide strategic tax planning advice covering income tax, capital gains tax, and inheritance tax considerations. Our approach combines legitimate tax mitigation strategies with compliance requirements, focusing on ISAs, Lifetime ISAs, and investment structures that optimize tax efficiency while aligning with broader financial objectives.
People
Andy Kirby
Director
Established Mint Wealth Management in 2010, bringing together qualified advisers committed to personal service. With extensive industry experience, Andy focuses on building long-term client relationships while maintaining operational excellence.
Martin Lees
Director
With financial services experience since 1990, Martin oversees regulatory compliance and business operations. His background combines advisory expertise with strategic management, ensuring adherence to FCA standards while maintaining client-focused service delivery.
Sarah Hirst
Chartered Financial Planner
Specialising in pensions and retirement planning since joining Mint in 2010, Sarah combines technical expertise with compassionate client service. Recognised industry-wide for her knowledge, she develops tailored solutions for complex retirement scenarios.
Steve Smith
Independent Financial Adviser
With 25+ years' experience, Steve provides expert investment and estate planning advice. His collaborative approach with accountancy professionals ensures comprehensive wealth management solutions for private and corporate clients.
Andrew Dovernor
Financial Adviser
Specialising in investments, taxation, and later-life planning since 1996, Andrew maintains regular client contact through annual reviews. His expertise in care fee planning addresses specific long-term financial requirements with practical solutions.
Questions
What areas does Mint Wealth Management cover?
We primarily serve clients across Yorkshire and the North East of England, with remote advisory services available nationwide.
Are your financial advisers qualified?
Yes, our team includes Chartered Financial Planners and specialists with decades of combined industry experience.
How do you charge for financial advice?
We provide transparent fee structures during initial consultations, with ongoing service charges agreed based on required support levels.
Can you help with pension transfers?
Yes, we specialise in pension consolidation, SIPP management, and retirement income planning with appropriate regulatory permissions.
Are you regulated by the FCA?
Yes, we are an appointed representative of Best Practice IFA Group, regulated by the Financial Conduct Authority (reference 527894).
How often are financial plans reviewed?
We recommend annual reviews but offer more frequent updates based on client needs or significant life changes.
