Providing comprehensive financial advice to individuals and businesses
MHS Wealth Planning advisers aim to be the leaders in our field and provide independent financial advice in Grantham and surrounding area.
Pensions & Retirement
We help people prepare for the retirement they want, by providing advice and select products to suit each clients’ own circumstances, needs and goals.
Investments
Our approach to investment advice is based on clearly understanding your financial situation, your goals, and how much risk you are prepared to take with your money.
Protection Insurance
We find the most suitable level of insurance protection to help you protect those who depend upon you against the most serious risks that you face.
Inheritance Tax & Estate Planning
Navigate the complexities of legacy preservation with our Inheritance Tax & Estate Planning service, where safeguarding your family's financial health is our paramount concern.
Business Advice & Business Protection
Explore expert independent financial guidance tailored for business prosperity, empowering your enterprise towards robust financial health.
Our commitment to you
Our advisers offer tailored financial guidance. We continuously adapt to the evolving financial scene, helping to ensure a well-rounded approach to your wealth management. We navigate legal and tax complexities to anticipate challenges and keep your financial growth on track.
We operate independently, helping to ensure every strategy is in your best interest. This freedom lets us explore a wide array of financial products and services, aligning perfectly with your financial goals. Our unbiased stance builds trust and focuses solely on your financial wellness.
We value transparency, providing clear insights into our strategies and decisions. Our fee structure is straightforward, reflecting the value we provide. We communicate diligently, ensuring you’re well-informed and confident in the financial planning process.
Our support extends beyond initial planning, providing continuous advice to navigate your financial journey. Our advisers are readily accessible for regular reviews and open communication. This support fosters long-term relationships, helping to ensure you have a reliable ally towards financial wellness.
Safeguarding your financial resources is key. Our planning builds and protects your financial strength for a secure future. We assess risks prudently, fortifying your financial protection against unforeseen adversities, helping to ensure the growth and protection of your assets.