0151 9286778 enquiries@mhwifa.co.uk

GUIDING PEOPLE TOWARD SUCCESS

Helping You Plan for the Life You Want

At MHW, our goal is simple: to help your finances perform at their very best, so you can achieve the outcomes that matter most to you. Whether you’re securing your first mortgage, growing your investments, or preparing for a well-earned retirement, our team is here to guide you every step of the way.
We take a holistic approach to financial planning — one that puts you at the centre. That means working closely with you to understand your personal goals, aspirations, and concerns. From there, we build a clear, flexible financial plan tailored to support your unique journey.

A Team Approach Backed by Expertise and Insight

At MHW, you’re not just working with one adviser — you’re supported by an experienced and dynamic team of financial professionals, researchers, and planners. Our collective expertise spans financial services, wealth management, and business strategy. Many of our team members have been clients themselves, giving us valuable insight into the real-life impact of high-performing financial plans.
We stay ahead of global market developments through strategic partnerships with respected financial research organisations. Our planning is enhanced by leading-edge technology that gives you access to real-time insights, performance tracking, and reporting in the format you prefer.

Goals-Based Financial Planning: A Journey, Not Just a Product

We believe financial advice should never be one-size-fits-all. That’s why we follow a goals-based financial planning philosophy — aligning your financial strategy with what you want to achieve in life, whether that’s buying your dream home, funding your children’s education, building a legacy, or simply enjoying peace of mind.
This approach allows us to define clear, measurable objectives and create a roadmap that adjusts with your life. It’s not just about outperforming markets — it’s about empowering your financial decisions with purpose, structure, and confidence.

Looking Ahead:
Our Vision, Mission and Values

Mission

Our mission is to help people understand themselves, their goals in life and how to achieve them.

We do this by providing the tools, training and knowledge, to stay ahead of the curve, whatever the
landscape.

Vision

Empowering people to discover the way to their best life.

Values

Integrity

It’s our non-negotiable. We are considerate of the thoughts, feelings and values of those around us. We are honest and always do the right thing, holding each other to account on the things that matter.

Ownership

We take responsibility, knowing that every decision we make contributes to our shared success. With a commitment to seeing things through, we own challenges and celebrate victories alike. This is our journey and we’re all in.

Collaborate

Together, we’re greater than the sum of our parts. By collaborating, we multiply what we could achieve individually and support each other to get the best outcomes and create a world class environment.

Excel

With a relentless focus on improvement in all areas, we breed a high-performance culture. Fuelled by passion, we go above and beyond to achieve excellence.

Growth

By improving every day, our incremental gains drive progress. Working to our ambitious strategy and sharing a growth mindset, we believe anything is possible, allowing dreams to become reality.

Come on the Journey With Us.

We look forward to working for you.

 

Contact Us

Let’s make your finances work as hard as possible — together

You, as our client. Us, as your trusted coach and planning partner.

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