Mint Wealth Management

Who We Are

Mint Wealth Management is a team of experienced and passionate financial advisors based in Yorkshire and the North East of England. We are committed to helping individuals and businesses achieve financial security and pursue their dreams.

Our core values are:

• Client-centeredness: Your needs and goals are at the heart of everything we do.
• Transparency: We communicate clearly and honestly, providing accessible information about your financial plan.
• Independence: We are not tied to any particular financial institutions, allowing us to curate the best solutions for your unique situation.
• Sustainable Growth: We help you build wealth responsibly and strategically for the long term.

What We Do

We offer a comprehensive range of financial planning and wealth management services, including:

Financial Planning

• Developing a tailored plan that aligns with your financial goals and aspirations.
• Providing clear and concise guidance on budgeting, investments, and retirement planning.
• Regularly reviewing and adjusting your plan to ensure it remains relevant and effective.

Pensions

• Maximizing your contributions to company pension schemes.
• Exploring options for defined benefit and defined contribution plans.
• Providing guidance on how to navigate the complex rules surrounding retirement planning.

Savings & Investments

• Developing a tailored investment portfolio that aligns with your risk tolerance and financial goals.
• Guiding you through various savings and investment options including ISAs, pensions, and stocks.
• Providing ongoing monitoring and review of your investments.

Other Services

• Wealth management for high net worth individuals.
• Business financial planning and succession planning.
• Protection planning, including life insurance and critical illness cover.

Our Commitment

At Mint Wealth Management, we believe financial planning is a journey, not a destination. We are committed to working with you every step of the way, providing ongoing support and guidance to help you achieve your financial goals and secure your financial future.