Chartered Financial Planners and Wealth Managers
Our clients tell us that we are ‘big enough to take advantage of new opportunities that can benefit them, but small enough that we do not lose the personal approach that really matters to them’.
This year we are proud to be celebrating 40 years of supporting our clients – our focus is on providing a family-focussed, holistic approach to our high net worth clients – creating a financial roadmap throughout your life, personalised to you.
Our experienced financial planners are dedicated to helping you navigate complex financial situations and our relationships are built on trust, clarity and a deep understanding of your personal circumstances, goals, values and priorities.
Working with you
SCHEDULE A DISCOVERY MEETING
We will arrange an initial meeting (in-person or virtual) to discuss your financial needs.
CLIENT QUESTIONNAIRE AND DOCUMENTATION
We will need to collect essential information about your financial situation, risk tolerance, investment preferences, and long-term objectives.
TRANSPARENT FEE STRUCTURE
Clearly outline our fee structure. Ensuring you understand the costs and benefits of our services and what to expect.
ASSESSMENT AND ANALYSIS
Use the information gathered to assess your financial situation using cashflow modelling. Identifying any strengths, weaknesses, opportunities, and potential risks.
PERSONALISED FINANCIAL PLAN
Develop a personalised financial plan that aligns with your goals and risk tolerance
IMPLEMENTATION
Once you agree to your financial plan, we will assist you in implementing the strategies and recommendations discussed
REGULAR REVIEWS AND COMMUNICATION
Schedule periodic reviews to monitor progress, update the financial plan as needed, and address any changes in your circumstances or goals.
ONGOING SUPPORT
Your Financial Planner will be available to answer any questions, provide guidance, and offer support
whenever needed.
MM Wealth has been accredited by the CII as Corporate Chartered Financial Planners since 2016.
As a Chartered Financial Planning firm we have a high level of knowledge and expertise in financial planning.
Chartered status means that our financial planners have completed rigorous and specialised training and have a deep understanding of the complex financial landscape.
Guiding your journey – personalised advice every step of the way
We will be with you every step of the way, listening to your wishes and offering our guidance. It is this level of understanding that allows us to provide recommendations that are in line with your goals and aspirations.
How we care
Financial planning advice personalised to your needs – we get to know you, your business, and your family.
We will work with you to identify your broader financial goals – integrating protection, investments, tax, and estate planning to provide a solution that considers the bigger picture.
Taking a holistic approach to financial planning matters
A better understanding of your wider financial situation to develop a comprehensive plan that aligns with your values and priorities.
Helping you to make more informed decisions about your money, reducing financial stress, and achieving your long-term financial goals.
Being privately owned matters
MM Wealth is a privately owned, independently managed financial planning firm – allowing us to be flexible, dynamic and personal in our approach.
We are not tied to any financial products or services, and we can provide objective, impartial advice that is in your best interests.
Client Stories
We help our clients with planning for the future. Discover how we helped our client mitigate their Inheritance Tax liability. Even with the best plan in the world, curve balls can throw a plan off track. Our financial planners have the skill set to help you plan for the unexpected. For many people, planning for the future of the next generation is paramount. Find out how we helped achieve this.Financial planning for Inheritance Tax
Flexible financial planning for the unexpected
Intergenerational Wealth Management
Actively managing your investments
Investment Planning
As financial planners and wealth managers, our focus is on long-term planning, including crafting investment portfolios that reflect your financial goals, your attitude to risk and your time horizons.
We have the knowledge and expertise in-house to assist with your investment goals.
*The value of your investments can go down as well as up, so you could get back less than you invested.
Find out more
Ethical Investment
Discover the power of responsible and ethical investing, where your financial goals can align with creating a positive societal and environmental impact.
We have over a decade of experience advising our clients on aligning their ethical values with their financial aspirations.
*The value of your investments can go down as well as up, so you could get back less than you invested.
Find out more
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
