Why become a client of MM Wealth?

We know that our clients make decisions about more than just themselves.  So we work with individuals and their families to work out what matters to them.

Clients matter

Our clients are typically business people or professionals, working or retired.  They come for advice on financial planning, investing, retirement, inheritance tax, and other business related financial advice.

Relationships are built on knowledge and trust, which are important components of successfully managing your assets.  Our clients tell us we take the time to fully understand their changing needs and objectives.

As independent financial advisers our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.  This means that whatever your requirements, you can feel confident we have the breadth of experience and expertise to make the most of the present and the future – whatever it holds.

It’s due to this approach, flexibility and experience that we have been able to grow organically through recommendations from private clients and other professional advisers.  Since our launch in 1984 we have grown to where we now manage over £300m for our clients.

Experience matters

We are immensely proud of being awarded Chartered status, acknowledged by professionals as a benchmark for quality and experience, confirming the high standards expected of all our team.  This is recognition of the investment we make in our people and the quality of the financial advice we provide to our clients.

More about our Chartered status

Meeting clients matters

We know that meeting clients face to face matters.  It helps us understand the individuals, their priorities and what matters to them.  Our client meetings take us all over the UK.  Clients tell us this approach makes a difference.

If you’d like to find out more or if you’d like to arrange an initial meeting, please do not hesitate to contact us – 01223 233331 or info@mmwealth.co.uk