Business Details
16 Years
experience
Your Trusted Partner for Financial Advisory Services
MBH Wealth Management is a dedicated financial advisory firm specialising in investment and pension planning. With over three decades of combined experience, our team prioritises independent, impartial advice tailored to individual client needs. We believe in simplifying complex financial decisions through a balanced approach that combines theoretical knowledge with practical common sense. Our commitment to transparency ensures clients receive clear, straightforward guidance without unnecessary complications.We offer a free initial consultation to understand your unique circumstances and provide cost estimates before any formal agreements. Our focus on flexibility helps clients navigate personal and legislative changes, ensuring long-term financial security. As an FCA-authorised firm, we uphold rigorous professional standards while maintaining a client-centric philosophy rooted in modern ideas and traditional values.
Services
Investments
Pensions
Retirement Planning
Tax-efficient Solutions
Financial Consultation
Details
- Year established: 2010
Highlights and features
- We have over 30 years of combined experience in financial advisory services
- We offer free initial consultations with transparent cost estimates
- Our approach combines theoretical expertise with practical common sense
- We prioritise flexibility to adapt to personal and legislative changes
- Our team maintains FCA-authorised professional standards
Associations and certifications
- Financial Conduct Authority
Services
Investments
We provide tailored investment solutions combining theoretical expertise with practical decision-making. Our focused approach enables close portfolio monitoring and timely adjustments to manage risks effectively. We prioritise simplicity and transparency in investment strategies to ensure clear understanding for all clients.
Pensions
Our pension advisory services offer tax-efficient solutions for long-term financial security. We help clients navigate evolving pension regulations and inter-generational planning opportunities. Our approach considers both retirement needs and broader inheritance tax considerations to maximise benefits.
Financial Consultation
We deliver independent financial advice tailored to individual circumstances. Our free initial consultation assesses client needs and outlines potential strategies. We focus on creating comprehensive plans that adapt to personal and legislative changes over time.
Tax-efficient Solutions
Our expertise covers tax-efficient investment growth and pension contributions. We help clients optimise tax reliefs and utilise inheritance tax exemptions effectively. Our strategies aim to maximise financial benefits within current legislative frameworks.
Retirement Planning
We develop comprehensive retirement plans considering all savings and investments. Our approach balances immediate needs with long-term security while maintaining flexibility for future changes. We help clients create sustainable income streams for retirement.
People
Martin Adkins
Founder
With over 30 years' experience, Martin established MBH in 2010 after working at a regional law firm's investment division. He prioritises simplicity in financial advice and believes in providing honest, client-focused guidance.
Dan Mulley
Senior Adviser
Having worked in financial services for 15 years, Dan brings extensive client servicing experience. He is progressing towards full adviser qualification while managing client portfolios and technical reporting responsibilities.
Jo Varley
Financial Adviser
Jo joined MBH in 2019 with 12 years' experience across various financial advisory roles. She is working towards Level 4 qualification and provides comprehensive advice based on her industry expertise.
Questions
What investment services do you offer?
We provide tailored investment solutions focusing on portfolio management, risk assessment, and long-term growth strategies while maintaining transparency and simplicity.
Do you offer pension planning advice?
Yes, we specialise in pension planning including tax-efficient solutions, inheritance tax considerations, and adapting to changing legislative requirements for optimal client benefits.
Are your services regulated?
MBH Wealth Management is authorised and regulated by the Financial Conduct Authority for financial advisory services.
Do you provide retirement planning?
We create comprehensive retirement plans considering all savings, investments, and personal circumstances to ensure sustainable income streams and financial security.
What is your approach to financial advice?
We combine theoretical expertise with practical common sense, prioritising transparency, flexibility, and client-focused solutions tailored to individual needs and circumstances.
