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Welcome to Newark Wealth

Where the sky is no longer the limit
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Roads were made for journeys, not destinations.

Your journey starts here.

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Let’s take those first steps, together.

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FULL RANGE OF FINANCIAL AND PROTECTION SERVICES

Our Services

  • service

    Financial Planning

    Professional Financial Planning is the process which aims to help you realise your ambitions - whate...

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    Retirement Planning

    A well prepared pension plan which is regularly reviewed should go some way to providing you with a ...

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    Mortgages

    Mortgages are loans which are intended to help buyers purchase residential and commercial property.....

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Advisers Located in Kilmarnock, East Ayrshire

Advisers Located in Kilmarnock, East Ayrshire

Welcome to Newark Wealth Financial Planning

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.

Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.

This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.

How We Work

How We Work

Here's how we formulate the plan towards your goals

Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.

  • ABOUT YOU

    We meet together to discuss your personal circumstances and your current financial situation.

  • YOUR GOALS & AMBITIONS

    Next we discuss your objectives and your aspirations, as well as any concerns that may arise.

  • ANALYSIS

    We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.

  • HOW TO GET THERE

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

  • IMPLEMENTATION

    So now we know where you are and where you want to be. In this phase we present your Personal Financial Plan.

CAN WE HELP YOU WITH SOMETHING?

Request a Call Back

Request a Call Back

CAN WE HELP YOU WITH SOMETHING?

TESTIMONIALS

See What Our Clients Have to Say About Us

Derek McKay

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.

HM

Glasgow

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.

John Graham

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. If anyone was looking for a discreet, professional service and an organisation able to cope with financial events that may impact on your finances then I would have no hesitation in recommending Newark Wealth.

ST

West Lothian

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.




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WHERE WE ARE

01563 551166
89 John Finnie St
Kilmarnock, KA1 1BG


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