Insights

Independence Advantage Leverage their long-standing independence and client-first philosophy as a selling point to offer impartial advisory services, customized portfolio reviews, and conflict-free wealth management solutions aligned with their ethos.

Expansion Synergy Explore partnerships or service expansions with MHA Caves Wealth to bundle accounting, tax, and wealth management offerings, creating a cross-sell path for integrated financial planning and compliance support.

Tech Modernization Position digital enablement improvements and data integration as a value add, offering modern fintech tools, secure data sharing, and marketing automation to enhance client experience and operational efficiency.

Midmarket Focus Target mid-market clients seeking diversification and independent advice, highlighting their 115-year history and London Stock Exchange affiliation to build credibility and win trust with prospective institutions and family offices.

Revenue Growth Levers Propose scalable advisory packages, fee modeling enhancements, and targeted wealth management services to help increase client wallet share, given the current revenue range and growth potential within the UK investment management landscape.

Similar companies to MHA

MHA Tech Stack

MHA uses 8 technology products and services including Xero, LinkedIn Ads, Cloudflare, and more. Explore MHA's tech stack below.

MHA's Email Address Formats

MHA uses at least 3 email formats:
MHA Email FormatsExamplePercentage
FLast@caves.co.ukJDoe@caves.co.uk
100%
FLast@mhacaves.co.ukJDoe@mhacaves.co.uk
50%
FMiddleLast@mhacaves.co.ukJMichaelDoe@mhacaves.co.uk
50%

Frequently Asked Questions

What is MHA's phone number?

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You can contact MHA's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is MHA's stock symbol?

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MHA is a publicly traded company; the company's stock symbol is LMHA.

What is MHA's official website and social media links?

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MHA's official website is mhacaves.co.uk and has social profiles on LinkedIn.

How much revenue does MHA generate?

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As of August 2026, MHA's annual revenue is estimated to be $1M - $10M.

What is MHA's NAICS code?

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MHA's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does MHA have currently?

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As of August 2026, MHA has approximately 27 employees across 1 continents, including Europe. Key team members include Partner: A. C., Tax Director: J. H. and Director: S. W. Explore MHA's employee directory with LeadIQ.

What industry does MHA belong to?

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MHA operates in the Investment Management industry.

What technology does MHA use?

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MHA's tech stack includes Xero, LinkedIn Ads, Cloudflare, WordPress, CookieYes, X-XSS-Protection, Microsoft Teams and Nginx.

What is MHA's email format?

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MHA's email format typically follows the pattern of FLast@caves.co.uk. Find more MHA email formats with LeadIQ.

When was MHA founded?

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MHA was founded in 1906.
MHA logo

MHA

Investment ManagementEngland, United Kingdom11-50 Employees

MHA, operating in investment management, is anchored in Northampton, England, and has a history dating back to 1906. The firm joined forces with MHA, a prominent UK firm of accountants, tax and business advisers, to expand its financial services with a service-led approach designed for both new and existing clients nationwide. Under its new name, MHA Caves Wealth, the organization emphasizes a broader portfolio of offerings beyond traditional stockbroking, integrating expertise in personal tax and corporate advice to support client decision-making and long-term financial peace of mind. The business highlights independence as a core principle, ensuring advice is aligned with clients’ best interests and free from external influences. The organization positions itself as one of the oldest surviving independent stockbrokers and investment managers in the UK, aiming to assist clients in making informed investment choices within a framework that prioritizes stability and longevity.

Section iconCompany Overview

Phone number
Stock Symbol
LMHA
NAICS Code
5239 - Other Financial Investment Activities
Founded
1906
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    MHA's revenue is estimated to be in the range of $1M - $10M

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