Mint Wealth Management

Business Details

16 Years

experience

Your Trusted Financial Advisers in Yorkshire & North East England

Mint Wealth Management is a dedicated financial advisory firm committed to helping individuals and businesses achieve their financial goals through personalized planning and expert guidance. Established in 2010, we prioritize understanding our clients' unique circumstances to create tailored financial solutions that align with their aspirations. As a member of the Best Practice IFA Network, we uphold independence, ensuring our clients' interests remain central to every recommendation.

Our team of experienced advisers delivers comprehensive research, unbiased advice, and ongoing support to navigate life's financial milestones. With a focus on transparency, trust, and long-term relationships, we aim to empower clients to build secure financial futures for themselves and their families.

Services

Financial Planning Retirement Planning Wealth Management Taxation Advice Investment Trusts Pensions Protection Plans Estate Planning Savings Strategies Business Insurance

Details

Year established: 2010

Highlights and features

We offer independent, tailored financial solutions based on comprehensive research.
Our team has decades of combined experience in pensions, investments, and tax planning.
We prioritize client needs with transparent, jargon-free advice and regular reviews.
Recognized expertise in retirement planning and estate management by industry peers.
Proven track record of client satisfaction through personalized service and referrals.

Associations and certifications

Financial Conduct Authority

What people say

Well advised over the years Trusted and safe hands Efficient way Expertise in pensions Personalized service

Website

Update Listing

Services

Financial Planning

Professional Financial Planning helps clients achieve long-term goals through tailored strategies. We analyze your financial situation, aspirations, and risk tolerance to create actionable plans. Our advisers provide ongoing reviews and adjustments to ensure alignment with evolving life circumstances, regulatory changes, and market conditions, ensuring sustainable financial security.

Retirement Planning

Retirement Planning focuses on building secure income streams for post-employment life. We assess current pension provisions, recommend optimized contribution strategies, and implement tax-efficient withdrawal plans. Our approach considers lifestyle aspirations, healthcare needs, and longevity to ensure financial stability throughout retirement, adapting to legislative changes and market fluctuations.

Investment Trusts

Investment Trusts provide diversified exposure to global markets through professionally managed portfolios. We guide clients in selecting trusts aligned with their risk profile and financial objectives. Our expertise covers asset allocation, performance monitoring, and risk management to maximize returns while maintaining appropriate volatility levels for long-term growth.

Taxation Advice

Taxation Advice services optimize clients' financial structures to minimize tax liabilities within legal frameworks. We specialize in income tax, capital gains tax, and inheritance tax strategies, leveraging allowances and exemptions. Our proactive approach ensures compliance while enhancing after-tax wealth preservation and intergenerational transfer efficiency.

Estate Planning

Estate Planning ensures orderly asset distribution according to clients' wishes while minimizing inheritance tax burdens. We coordinate wills, trusts, and legal instruments to protect family wealth. Our holistic approach integrates lifetime gifting strategies, probate guidance, and charitable giving options to create enduring legacies aligned with personal values.

People

Andy Kirby

Director

Founded Mint Wealth Management in 2010, bringing together qualified advisers committed to personalized service. With extensive industry experience, Andy focuses on strategic growth while maintaining client-centric values. He prioritizes fitness and family time outside work.

Martin Lees

Director

With 25+ years in financial services, Martin transitioned from advisory to regulatory oversight in 2015. He manages daily operations, ensuring compliance excellence. Martin balances family time with charity challenges and motorsport enthusiasm.

Sarah Hirst

Chartered Financial Planner

Specializing in pensions and retirement planning since 2010, Sarah is recognized for technical expertise. She actively contributes to dog welfare through rehoming charities, combining professional excellence with personal passions.

Steve Smith

Independent Financial Adviser

With 20+ years advising private and corporate clients, Steve specializes in investment and estate planning. He maintains strong accountancy partnerships to deliver comprehensive solutions for pre- and post-retirement needs.

Matthew Fox

Independent Financial Adviser

Offering 25+ years of experience in retirement and estate planning, Matthew combines technical proficiency with community involvement. As a leisure center trustee, he demonstrates commitment to both client and public service.

Questions

What financial services do you specialize in?

We specialize in financial planning, pensions, retirement income strategies, investment management, tax planning, and estate preservation tailored to individual and corporate clients.

How do you work with clients?

We follow a six-step process: understanding your circumstances, defining goals, analyzing current positions, presenting tailored plans, implementing solutions, and conducting regular reviews to ensure ongoing alignment with objectives.

Are you regulated by financial authorities?

Yes, we are authorized and regulated by the Financial Conduct Authority (FCA) and operate as an appointed representative of Best Practice IFA Group Ltd.

What areas do you serve?

While based in Yorkshire, we work with clients throughout the UK, providing both in-person and remote advisory services to accommodate diverse geographical needs.

How are your advisory fees structured?

Our fees are transparent and agreed upfront, covering initial consultations, plan development, implementation, and ongoing review services tailored to required service levels.

Can I transfer existing pensions to your management?

Yes, we can analyze your current pension provisions and facilitate transfers to optimize consolidation, performance, and tax efficiency while maintaining regulatory compliance.