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, we are proud to have celebrated 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).
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
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…
FINANCIAL
PROTECTION
For you, your business and your family….
Matching your values to your financial goals…
PENSIONS &
RETIREMENT
Planning, saving and investing for your retirement…
Planning with Wills and Trusts. Gifting to others…
We offer you a complimentary initial meeting, to discuss your current situation…
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
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.
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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.
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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 all our financial planners achieving the much coveted individual Chartered status.
Client Stories
It’s good to have peace of mind and ensuring you have the right cover in place is all part of our holistic financial planning service. 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.Discussing protection shortfalls
Financial planning for Inheritance Tax
Flexible financial planning for the unexpected
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Whilst we make every effort to ensure that the content of this website is accurate and up to date, MM Wealth Ltd makes no representation or warranty regarding the accuracy or reliability of the information on this website.
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The Financial Conduct Authority do not regulate tax planning, estate planning, or cashflow planning.
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