Our team

Our business is about people. Clients tell us we’re big enough to take advantage of new opportunities that can benefit them, but small enough that we don’t lose the personal approach that matters to them.

Experience matters

Our business is about people.  Clients tell us we’re big enough to take advantage of new opportunities that can benefit them but small enough that we don’t lose the personal approach that matters to them.

We achieve this through our strong team based approach by:

  • Setting high standards across all our technical staff in the qualifications they hold exceeding those required by the FCA.
  • Being awarded ‘Chartered’ status and proud of the fact we investment in our people individually reaching ‘Chartered’ status. More about our ‘Chartered’ status.
  • Making sure the high levels of experience across the team extend to opportunities for younger members to grow and expand their knowledge.

We invest in our team to make our business what it is.  And our people make our clients’ experience more rewarding.

Adrian Atkinson

Managing Director and Chartered Financial Planner

Adrian Atkinson

Adrian Atkinson

Managing Director and Chartered Financial Planner

What matters most to our team both at work and in personal time:

It matters that we provide a professional, proactive and family-focussed financial planning service to our clients. We understand that listening matters so that we can ensure objectives are met and wealth is preserved. We strive for perfection but recognise that on rare occasions we can get it wrong, and it matters that we deal with mistakes fairly, quickly and learn from the experience.

Outside of work, what matters is time with my family, active and social weekends and playing and umpiring hockey.

Email: adrian@mmwealth.co.uk

Close

David Jones

Director and Financial Planner

David Jones

David Jones

Director and Financial Planner

What matters most to our team both at work and in personal time:

Long term client relationships matter to me – some go back 25 years.

When not working, spending time with my grandchildren gives me a lot of pleasure, travelling to interesting parts of the world, drinking fine wine along the way.  I am also a keen snooker player.

Email: david@mmwealth.co.uk

Close

Adrian Brown

Director and Chartered Financial Planner

Adrian Brown

Adrian Brown

Director and Chartered Financial Planner

What matters most to our team both at work and in personal time:

Justifying the trust that our clients place in us matters. We take our responsibilities very seriously and recognise that to our clients time is a valuable commodity. It matters that they can rely on us to provide holistic financial plans and take away the burden of investment management.

When I am not working, apart from the family, what matters to me is my season ticket at Northampton Saints Rugby Club.

Email: abrown@mmwealth.co.uk

Close

Raj Basra

Non-Executive Director

Raj Basra

Raj Basra

Non-Executive Director

What matters most to our team both at work and in personal time:

In my role on the Board of MM Wealth, a robust financial position and good corporate governance practices matter.

Outside of work, spending time with my young family and travelling the world matters. Also when time allows, Liverpool FC can count on my unwavering support.

Close

Marc Fuller

Associate Director (Business Operations)

Marc Fuller

Marc Fuller

Associate Director (Business Operations)

What matters most to our team both at work and in personal time:

Knowing that we have invested in technology and systems to ensure we deliver a professional and efficient service matters.

What matters to me, outside the workplace, is my wife and our new addition; Aiden, our little pug, Rudy and Liverpool FC.

Email: marc@mmwealth.co.uk

Close

Tim Parker

Investment Manager and Senior Financial Planner

Tim Parker

Tim Parker

Investment Manager and Senior Financial Planner

What matters most to our team both at work and in personal time:

It matters that we run our own in-house Discretionary Portfolio Management Service which means we are able to provide clients with specific information about our thought processes and decision making.

What matters to me, outside of work, is my family whether that is coaching my son’s football team, supporting my daughter’s team or just being ‘Dad’s Taxis’.

Email: tim@mmwealth.co.uk

Close

Paul Orrey

Client Relationship Manager and Chartered Financial Planner

Paul Orrey

Paul Orrey

Client Relationship Manager and Chartered Financial Planner

What matters most to our team both at work and in personal time:

Being accessible to our clients matters to me.

What matters to me, away from work, is the theatre and reading a good book in the Cambridge University Botanic Garden.

Email: paul@mmwealth.co.uk

Close

Lauren Isaac

Chartered Client Relationship Manager

Lauren Isaac

Lauren Isaac

Chartered Client Relationship Manager

What matters most to our team both at work and in personal time:

At work, building long-term client relationships matters.

Outside work, what matters to me is supporting my niece and nephew’s football team on Sunday mornings – whatever the weather.

Email: lauren@mmwealth.co.uk

Close

Nicola Peak

Client Relationship Manager and Chartered Financial Planner

Nicola Peak

Nicola Peak

Client Relationship Manager and Chartered Financial Planner

What matters most to our team both at work and in personal time:

As part of the team, it matters to know we are appreciated by clients and the directors.

What matters to me, outside of work, is travel, socialising with friends and horse riding.

Email: nicola@mmwealth.co.uk

Close

Sarah Levett

Client Relationship Manager and Financial Planner

Sarah Levett

Sarah Levett

Client Relationship Manager and Financial Planner

What matters most to our team both at work and in personal time:

At work, what matters to me most is knowing that what we do helps our clients to achieve their goals, however large or small they might be.

Outside of work, what matters is time with my family and friends, and time to be able to do the things I enjoy including baking, travelling, knitting and supporting Ipswich Town.

Email: sarahlevett@mmwealth.co.uk

Close

Kypros Charalambous

Head of Investment Management

Kypros Charalambous

Kypros Charalambous

Head of Investment Management

What matters most to our team both at work and in personal time:

It matters to me that our portfolios are constructed and actively managed by experienced investment professionals to provide a diverse and well balanced portfolio of assets.

When I am not working, it matters that I spend time with my family. Also my keen interest in the traditions of ancient martial arts matters to me.

Close

Alli Bode

Client Administration Manager

Alli Bode

Alli Bode

Client Administration Manager

What matters most to our team both at work and in personal time:

The energy created through working in a positive and friendly environment matters.

What matters to me away from work is my family, friends and trying to live an ethically conscious life.

Email: alli@mmwealth.co.uk

Close

Leah Kumar

Senior Client Administrator

Leah Kumar

Leah Kumar

Senior Client Administrator

What matters most to our team both at work and in personal time:

During my working day, keeping our clients informed of progress matters.

When I am not at work, what matters to me is my family, my pets and my hobbies of art and design.

Email: leah@mmwealth.co.uk

Close

Wendy Jackson

Client Relationship Assistant

Wendy Jackson

Wendy Jackson

Client Relationship Assistant

What matters most to our team both at work and in personal time:

To always be learning and increasing my knowledge matters.

What matters to me outside of work, is holidays in the sunshine.

Email: wendy@mmwealth.co.uk

Close

Faustinus Perera

Client Administrator

Faustinus Perera

Faustinus Perera

Client Administrator

What matters most to our team both at work and in personal time:

Getting all the details right for clients and my colleagues matters.

What matters to me, outside of work, is spending time with my wife and two children and enjoying fine Italian food and wine.

Email: fausti@mmwealth.co.uk

Close

Lisa Masniuk

Client Administrator

Lisa Masniuk

Lisa Masniuk

Client Administrator

What matters most to our team both at work and in personal time:

Providing great service to our clients, matters to me at work.

What matters to me outside of work is spending time with family and friends.

Email: lisa@mmwealth.co.uk

Close

Ryan Whittley

Client Administrator

Ryan Whittley

Ryan Whittley

Client Administrator

What matters most to our team both at work and in personal time:

What matters to me at work is giving clients a professional, personalised service.

What matters to me outside of work is keeping physically fit and giving plenty of attention to my border terrier, Ruby.

 

Email: ryan@mmwealth.co.uk

Close

Monika Pelechova

Client Administrator

Monika Pelechova

Monika Pelechova

Client Administrator

What matters most to our team both at work and in personal time:

Ensuring processes are followed and maintained and that I work effectively within the team.

Outside of work what matters to me is spending time with my family and friends.  I also enjoy being outdoors, painting, drawing and taking care of my aquarium.

Email: monika@mmwealth.co.uk

Close

Hannah Bayes

Client Administrator

Hannah Bayes

Hannah Bayes

Client Administrator

What matters most to our team both at work and in personal time:

Completing my apprenticeship and responding promptly to questions and requests from our clients matters.

What matters to me, outside the office, is collecting sneakers and spending time with my family.

Email: hannah@mmwealth.co.uk

Close

Tom Martin

Client Administrator

Tom Martin

Tom Martin

Client Administrator

What matters most to our team both at work and in personal time:

I’ve joined as an Apprentice.  Knowing when I need to stop, sit back and sense check the data matters to me.

Outside of work, what matters to me is exploring different parts of the world, and socialising with my friends.

Email: tom@mmwealth.co.uk

Close

Gail Maltby

Management Accountant

Gail Maltby

Gail Maltby

Management Accountant

What matters most to our team both at work and in personal time:

A strong and accurate set of accounts matters to me.

What matters to me, outside work, and of course the family, is MotoGP, listening to rock (the heavier, the better) and going to gigs.

Email: accounts@mmwealth.co.uk

Close

Sarah Jones

Management PA

Sarah Jones

Sarah Jones

Management PA

What matters most to our team both at work and in personal time:

The best PA I can be, matters in my working life.

What matters to me, outside of work, is time with the family and getting creative with playing the piano, painting and baking.

Email: sarah@mmwealth.co.uk

Close

Sue Teeboon

Receptionist / Administrator

Sue Teeboon

Sue Teeboon

Receptionist / Administrator

What matters most to our team both at work and in personal time:

Answering phone calls promptly and not keeping clients waiting matters to me.

Outside work, going running twice a week with a local group matters to me so I can stay fit and healthy.

Email: sue@mmwealth.co.uk

Close

Fiona Thomas

Risk Management Support

Fiona Thomas

Fiona Thomas

Risk Management Support

What matters most to our team both at work and in personal time:

Making sure all the right bits of information are in the right places, matters to me at work.

What matters to me outside work apart from my family is figure skating and cycling.

Email: fiona@mmwealth.co.uk

Close