Business Details
16 Years
experience
Your Trusted Financial Partner in York
Mint Wealth Management has been dedicated to providing tailored financial solutions since its establishment in 2010. Our team of highly qualified professionals prioritises client needs, offering independent advice grounded in comprehensive research and a deep understanding of individual circumstances. With expertise in financial planning, pensions, investments, and wealth management, we combine decades of collective experience with a commitment to regulatory compliance and client-centric service.Our membership in the Best Practice IFA Network underscores our adherence to industry excellence, while our client retention rate reflects trust built through transparent communication and long-term relationships. We specialise in transforming financial goals into actionable plans, ensuring protection, growth, and security for individuals and businesses across Yorkshire and the North East of England.
Services
Financial Planning
Pension Advice
Investment Trusts
Lifetime ISA
Wealth Management
Estate Planning
Taxation Strategies
Protection Insurance
Retirement Planning
SIPP Management
Details
- Year established: 2010
Highlights and features
- We offer 14+ years of independent financial advisory experience
- Our team includes Chartered Financial Planners with specialist pensions knowledge
- We provide unbiased advice through comprehensive market research
- We maintain regulatory compliance through Best Practice IFA Network membership
- We implement tailored financial strategies for Yorkshire-based clients
Associations and certifications
- Financial Conduct Authority (FCA)
- Best Practice IFA Network
What people say
Efficient way
Trusted and safe
Very pleased
Highly qualified
Longstanding relationships
Services
Financial Planning
Our financial planning service creates tailored roadmaps to achieve personal and business financial goals. We analyse current circumstances, risk profiles, and future aspirations to develop comprehensive strategies covering investments, pensions, and tax efficiency. With regular reviews ensuring adaptability to life changes, our approach combines regulatory compliance with market expertise to deliver sustainable growth and security for Yorkshire-based clients.
Pension Advice
Specialist pension guidance covering SIPP management, auto-enrolment compliance, and retirement income strategies. We optimise state and private pension provisions while navigating tax implications, ensuring clients maintain their desired lifestyle post-retirement. Our Chartered Financial Planners provide ongoing support for occupational pensions and complex pension consolidation cases across the North East region.
Investment Trusts
We advise on investment trusts as part of diversified portfolios, explaining their stock market exposure and gearing implications. Clients benefit from risk assessment frameworks and ongoing monitoring of asset allocation across equity, fixed interest, and offshore collective investments. Our expertise helps Yorkshire investors understand market volatility while pursuing medium to long-term capital growth objectives.
Lifetime ISA
Specialist guidance on Lifetime ISAs for first-time property purchases and retirement savings. We explain government bonus structures, withdrawal penalties, and tax implications while helping clients maximise tax-efficient allowances. Our York-based advisers ensure clients understand eligibility criteria and how these accounts integrate with broader financial strategies.
Wealth Management
Comprehensive wealth management covering estate planning, inheritance tax mitigation, and lasting power of attorney arrangements. We coordinate protection insurance, investment strategies, and intergenerational wealth transfer plans while maintaining compliance with FCA regulations. This service integrates multiple financial aspects to preserve and grow family wealth across Yorkshire and the North East.
People
Andy Kirby
Director
Established Mint Wealth Management in 2010, bringing together qualified advisers committed to personal service. With extensive industry experience, he focuses on strategic growth while maintaining client relationships.
Martin Lees
Director
Financial services professional with 30+ years' experience, specialising in regulatory compliance and business development. Manages day-to-day operations while maintaining industry standards and client service excellence.
Sarah Hirst
Chartered Financial Planner
Specialist in pensions and retirement planning with peer-recognised expertise. Leads client consultations focusing on tax-efficient solutions and long-term financial security strategies for Yorkshire residents.
Steve Smith
Independent Financial Adviser
Experienced adviser with 25+ years in investment and estate planning. Builds relationships with accountancy professionals to deliver integrated financial solutions for private and corporate clients.
Matthew Fox
Independent Financial Adviser
Over 25 years' advisory experience specialising in retirement and estate planning. Combines technical expertise with personal service, maintaining annual client reviews and community engagement through local trustee work.
Questions
How does Mint Wealth Management approach financial planning?
We begin by understanding your circumstances, then create tailored plans through five stages: assessment, goal setting, analysis, implementation, and regular reviews.
What investment options do you recommend?
We provide guidance across investment trusts, fixed interest securities, ISAs, pensions, and offshore collectives, always matching products to individual risk profiles and objectives.
Are your financial advice services regulated?
Yes, we're authorised and regulated by the Financial Conduct Authority as an appointed representative of Best Practice IFA Group.
How are your advisory fees structured?
Fees are agreed transparently during initial consultations, with options for ongoing service levels and implementation costs clearly explained beforehand.
Can you help with pension transfers?
Yes, we specialise in pension consolidation, SIPP management, and retirement income planning while carefully considering transfer values and tax implications.
What areas do you cover?
Primarily Yorkshire and the North East of England, though we work with clients nationwide through digital communication channels.
