Chartered Financial Planning and Wealth Management to grow and preserve you and your family’s wealth

Chartered Financial Planners and Wealth Managers

We are a friendly and highly experienced financial planning and wealth management team managing and advising on in excess of £550 million for our 600 clients. 

Established in Cambridge in 1984, this year we are proud to be celebrating 40 years of supporting our clients From our head office in Girton, Cambridge, we look after the financial affairs of our high net-worth clients and their families nationwide with a focus on East Anglia, London and the South-East.

We are a Chartered Firm who have made a public commitment to professionalism; our Chartered Financial Planners must maintain standards of excellence in qualifications, ethics, business practices and professional development as governed by The Chartered Insurance Institute (CII).

Wherever you are in your financial journey
Our financial planners will guide you through every stage.

YOU MATTER TO US, WE OFFER A PERSONALISED SERVICE

LONG STANDING CLIENTS OF 30 YEARS OR MORE

WE ARE A CHARTERED AND 100% PRIVATELY OWNED BUSINESS

WE CONTINUALLY INVEST IN OUR TEAM PROVIDING A HOLISTIC SERVCE

Start your
financial planning journey

We will work with you to identify your broader financial goals, integrating protection, investments and tax and estate planning to provide a solution that considers the bigger picture.

CASHFLOW
MANAGEMENT

Assessing your financial needs now, and in the future…

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FINANCIAL
PROTECTION

For you, your business and your family….

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INVESTMENT
PLANNING

Matching your values to your financial goals…

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PENSIONS & 
RETIREMENT

Planning, saving and investing for your retirement…

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ESTATE & INHERITANCE
TAX PLANNING

Planning with Wills and Trusts. Gifting to others…

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CONTACT US

We offer you a complimentary initial meeting, to discuss your current situation…

Get in touch

Building trusted relationships with our clients

We’ve built long lasting relationships on the strength of good conversations, serving some of our clients for over 30 years. If you are looking for a long-term financial planning and wealth management partner or have any questions about the services we offer, please do get in touch.

T. 01223 233331

E. info@mmwealth.co.uk

Book a call with us Meet the team

Learn about us

Our financial planners are extremely well qualified and hold high level professional qualifications. The team have over 320 years’ financial planning experience between them with the majority having achieved the much coveted individual Chartered status.

Client Stories

Knowledge centre

Visit our knowledge centre, it’s packed full with helpful resources – such as blogs, webinars and podcasts – where you can learn more about our thoughts and insights.

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