Welcome to
The Mortgage Mum
Wealth

Your Specialists for wealth and financial advice.

Get in touch today to discuss the most suitable option for you.

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The Mortgage Mum Wealth provides impartial independent financial advice for clients throughout the UK.

Our services include pensions, investments, inheritance tax planning and more

Our aim is to build a long-term professional relationship with you. Your needs are a priority to us and we aim to help you meet your financial objectives quickly and efficiently.

What does a Financial Adviser do?

Introducing our brand new service: The Mortgage Mum Wealth. Meet Dinta, who explains wealth management and financial advice.

What exactly does a financial adviser do?

Dinta: A financial adviser provides a professional service to individuals, their families and businesses. We help them organise and optimise their financial affairs to achieve their financial and lifestyle objectives.

In essence, we help people make decisions about money, and our service adds value for people at various different stages in their life. It could be someone starting to put money aside for retirement, investing money for the future looking at inheritance tax planning.

We can look at personal situations and circumstances, recommend products accordingly and develop strategies for people.

Our proven process that we will use to deliver advice

Keeping on Track

We offer ongoing service options to suit your specific needs in the areas you have identified as being important to you. When recommending the service level best suited to your needs we take in to consideration are the nature of the strategies we have helped you put in place, the size of the funds we are looking after for you, how much you wish us to do for you, how frequently you would like us to contact you and how you would like to meet to review your financial plan.

Independence

We provide independent advice. Being independent means that our recommendations are always based on having completed a comprehensive and fair analysis of that market.

Your Investment or Pension Provider

We will consider a broad range of different providers of financial products from a fully researched offering that is representative of the whole of the market available to independent financial advisers. We review this proposition on a regular basis using factors such as the features available, service levels, risks, costs, complexity and their competitiveness in the market place. Subject to your individual needs and objectives, we may also recommend that you hold your investments and/or pensions in one place via a Platform Service.

Your Investment Portfolio

When we arrange an investment for you it will typically be made into a multi-asset fund or managed portfolio service. These funds and portfolios have a range of different investment strategies. We will only recommend those that align with your attitude to risk, your personal investment objectives, and the period of time you wish to invest for. We may also recommend that some or all of your investments and/or pensions are managed by a Discretionary Fund Manager (DFM). Subject to your individual needs and objectives, we may also recommend that you hold your investments and/or pensions in one place via a Platform Service.

Existing Investments

If you already have arrangements in place we will first conduct an analysis of what you have. This will help us to advise you on how likely you may be to achieve your long-term goals in your current position. If we feel that they are suitable we may recommend that these are retained. However, should we find clear indicators that your interests will be better served elsewhere we may recommend that you take action.

Here's how we can help you

Inheritance and Tax Planning

Pensions and Retirement Planning

Investing for your Financial Future

Financial Planning

Tax Planning

About Us

The Mortgage Wealth Limited is an Appointed Representative of New Leaf Distribution Ltd. which is authorised and regulated by the Financial Conduct Authority. Our Firm Registration number is 1017446.

About Our Principal Firm

Our firm is supervised by New Leaf Distribution Ltd. Together we adhere to the principles for business as set out by our regulator the Financial Conduct Authority. The Regulator expects that we act with integrity; operate with due skill, care and diligence and build trust with our clients by putting their interests first.

New Leaf Distribution Ltd is authorised and regulated by the Financial Conduct Authority. The firm registration number is 460421.

You can find information relating to our firm on the Financial Services register, accessible online via www.fca.org.uk

New Leaf provides a high level of ongoing training to ensure that any individual you deal with maintains their skills and knowledge to the highest level. The training is accredited by the National Skills Academy for Financial Services and the London Institute of Banking & Finance.

New Leaf also have a keen commitment to charitable causes. Their “Streets of Success” programme helps purchase vital equipment for hospitals and provided support to the homeless in various cities throughout the UK.

Your Peace of Mind

We subscribe to, and abide by a number of laws and regulations that exist for your protection, confidentiality and
security.

The Financial Conduct Authority (FCA) – our regulator
The Financial Services Compensation Scheme (FSCS) – for your financial security
The General Data Protection Regulation (GDPR) – for the protection of your data
The Financial Ombudsman Service (FOS) – an independent and impartial body to help resolve complaints between financial businesses and their customers

Welcome to
The Mortgage Mum
Wealth

Get in Touch

What does a Financial Adviser do?

Our proven process that we will use to deliver advice

1) Engagement

2) Discovery

3) Research, Analysis & Plan Creation

4) Presentation

5) Implementation

6) Ongoing Review