Business Details
9 Years
experience
Your Trusted Partner for Financial Planning Solutions
At Newark Wealth, we redefine financial advisory by placing clients at the heart of every decision. Founded in 2017 by Mike and Heather Kiriakakis, our firm combines decades of industry expertise with a commitment to honesty, transparency, and a touch of fun. Our team of dedicated professionals specialises in crafting personalised financial plans that align with individual aspirations, whether retiring early, purchasing a dream home, or securing long-term wealth. We leverage technology to simplify processes, offering secure portals for seamless communication and document exchange.With a proactive approach to financial planning, we ensure clients feel empowered and informed at every stage. Our fee structure is transparent, and initial consultations are provided at no cost to demonstrate our commitment to quality service. Recognised by the Financial Conduct Authority, we prioritise enduring relationships over transactional interactions, adapting strategies as clients' goals evolve. Our mission is to transform financial planning from a daunting task into an enjoyable journey, ensuring clients feel supported and confident in their financial future.
Services
Retirement Planning
Investment Management
Mortgage Advice
Equity Release
Financial Protection
Later Life Care Planning
Details
- Year established: 2017
Highlights and features
- We offer client-centric financial strategies tailored to individual goals
- Our team combines decades of industry expertise with innovative technology
- Transparent fee structure with no-obligation initial consultations
- Proactive approach to evolving financial planning needs
- FCA-regulated advisors committed to ongoing client education
Associations and certifications
- Financial Conduct Authority
What people say
Professional service
Personal tailoring of advice
Customer-focused approach
Regular team contact
Personalised financial guidance
Services
Retirement Planning
We create custom retirement strategies that align with your lifestyle aspirations. Our approach considers current financial status, risk tolerance, and long-term goals. Whether planning for early retirement or later-life security, we provide actionable roadmaps to financial freedom.
Investment Management
Our tailored investment strategies focus on wealth accumulation through diversified portfolios. We assess individual risk profiles and market conditions to optimise returns. Services include portfolio reviews, asset allocation, and ongoing performance monitoring to ensure alignment with evolving financial objectives.
Mortgage Advice
We simplify mortgage selection by explaining complex products in plain language. Our advisers compare market options to find suitable rates and terms. Services cover first-time purchases, remortgaging, and buy-to-let solutions, with emphasis on long-term affordability and financial stability.
Equity Release
We guide clients through releasing property equity while maintaining financial security. Options include lifetime mortgages and home reversion plans. Our advice ensures clients understand implications for inheritance and future care funding requirements.
Financial Protection
We provide comprehensive insurance solutions to safeguard against unforeseen circumstances. Services include life cover, critical illness protection, and income replacement policies. Our approach ensures adequate coverage while maintaining affordability within overall financial plans.
People
Mike Kiriakakis
Financial Adviser
With nearly two decades of experience, Mike specialises in transforming financial goals into achievable realities. He prioritises client education and relationship-building, ensuring advice aligns with individual aspirations while maintaining regulatory compliance.
Heather Kiriakakis
Client Relations Manager
Heather focuses on building lasting client relationships through exceptional service delivery. Her expertise in client engagement ensures seamless communication between advisers and clients throughout the financial planning process.
Cassie McAllister
Mortgage Adviser
Cassie specialises in residential and buy-to-let mortgage solutions. She helps clients navigate complex lending criteria to secure optimal financing arrangements while maintaining long-term affordability standards.
John-Paul Tierney
Financial Adviser
John-Paul provides comprehensive financial planning guidance, focusing on retirement strategies and investment structuring. His approach combines technical expertise with clear communication to demystify financial concepts for clients.
George Carlin
Mortgage Adviser
George specialises in guiding clients through mortgage applications with emphasis on stress reduction. He maintains expertise in evolving lending regulations to ensure clients receive compliant, suitable recommendations.
Questions
What financial services do you specialise in?
We specialise in retirement planning, investment management, mortgage advice, equity release, and financial protection strategies tailored to individual circumstances.
How do you charge for your services?
Our fees depend on case complexity, required work, and investment value. The initial consultation is free, with transparent fee breakdowns provided before commencing work.
Are you regulated by financial authorities?
Yes, we're directly authorised and regulated by the Financial Conduct Authority under registration number 950744.
Do you offer online financial planning tools?
We provide a secure client portal for document exchange and financial plan tracking, ensuring convenient access to your information whenever needed.
Reviews (2)
Linda Rodger
Dec 11, 2019
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My husband and I were looking to see what was available in the financial world in Kilmarnock. Contacted Newark Wealth and right from the beginning they have been so helpful and genuinely caring . Mike has interviewed us and explained all areas suitable for us but left us to make final decisions. They have kept us up to date with everything. Carrie has been so helpful and encouraging. It's so nice to be treated as well. We are also introducing Jim to our son who is hoping to get his first mortgage through Newark Wealth. I cannot thank the team for all their attention to detail. Looking forward to
Lynne McKinnon
Sep 12, 2019
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We came to Newark Wealth Financial Planners through a recommendation from a friend. The high street banks made us feel like we were too complicated to obtain a mortgage and gave us zero of their time. We had some complexitys to our situation, however we met with Jim Murray and took it stage by stage. He did some background work for us and found us some suitable lenders. At each stage I thought wed get declined but it wasnt the case. Jim was excellent and made the process very smooth. We wouldnt be on the property market without his help. Very professional service given by Jim. I would
