About Us

Newark Wealth is a financial planning firm unlike any other and we like it that way.

You are the focus of our business: You, your life, your family, your future.

Our purpose is to make a positive difference, one family at a time

We will provide you with the clarity and understanding you desire and that gives you the reassurance that all your important financial issues are being fully taken care of by a team you trust.

This is what we do best ………

  • Helping people to identify, achieve and maintain their desired lifestyle
  • Helping people live life to the full - to do more, live more, give more
  • Helping people to have confidence and clarity over where they are heading
  • Helping people to have more time, more choices, more freedom, more LIFE
  • Helping our clients DO STUFF before it's too late

Remember . . . . . . . . .Life’s not a rehearsal!

We think it’s a really important part of our job to remind our clients of that and to ask those big questions…………

In other words, what sort of life are you living now and what sort of life do you want to live in the future?

Then another big question : What is the cost of your current and desired lifestyle? And what do you need to do to achieve it - and, more importantly, MAINTAIN it?

This is what we do, we help our clients get and KEEP the life they want - without fear of ever running out of money or reaching end of life with too much!

So let us do your heavy lifting so that you can get on with doing what you love to do.

If we sound like the type of firm you can connect and work with then do get in touch, we would love to hear from you.

  • I would not hesitate to recommend Mr Kiriakakis to any prospective client. My experience has specifically been in savings and investment management. I have found his advice to be valuable, succinct, honest and adaptable to my frequently changing needs and circumstances. It has rarely been a problem contacting him and the Newark wealth website is very useful in tracking investments. It is also very easy to use. I have used Mike as my IFA for in excess of 12 years now and have never been tempted to seek other advice.

    Derek McKay

  • Newark Wealth/Mike Kiriakakis have been my financial advisors for the last 5 years, guiding me on a variety of issues through that period including mortgage switching and longer term planning for my retirement. Very approachable with any queries , and always a personal service.

    HM – Glasgow

  • My wife and I have been very happy with the services provided by Newark Wealth Financial Planning. In all meetings with Mike we have found him to be very professional, charming and able to deal with any requests relating to our finances. The financial field has many aspects to it and Mike and his team are able to deal with all of these. Over the years we have had some changes of plan in our financial requests, but these never seem to “wrong foot” Mike. Heather, the office manager, is also very efficient and responds quickly with any requests we have had.

    John Graham

  • I have worked with Mike of Newark Wealth Financial Planning for a few years now and have found him to provide me with a professional service which is personal enough to allow individual tailoring of advice. The small team are in regular contact with me and are very customer focussed.

    ST, West Lothian

Meet The Team…

Find out more about our professional and experienced team - who they are, how they can help you and how you can contact them.

 

It's our people who make us

WANT TO ASK OUR EXPERTS A QUESTION?