About Us

Privately owned, independently managed flexible, dynamic and personal

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.

Meet the team Get in touch

Working with you


We will arrange an initial meeting (in-person or virtual) to discuss your financial needs.


We will need to collect essential information about your financial situation, risk tolerance, investment preferences, and long-term objectives.


Clearly outline our fee structure. Ensuring you understand the costs and benefits of our services and what to expect.


Use the information gathered to assess your financial situation using cashflow modelling. Identifying any strengths, weaknesses, opportunities, and potential risks.


Develop a personalised financial plan that aligns with your goals and risk tolerance


Once you agree to your financial plan, we will assist you in implementing the strategies and recommendations discussed


Schedule periodic reviews to monitor progress, update the financial plan as needed, and address any changes in your circumstances or goals.


Your Financial Planner will be available to answer any questions, provide guidance, and offer support
whenever needed.

Our Chartered Status Matters

Chartered Financial Planners are a select group that meet the highest professional standards. 

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.

What is a Chartered Financial Planner? Contact Us

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.

  • Independent advice – on how best to structure your wealth to meet your goals
  • Peace of mind – working with a Financial Planner can give you peace of mind knowing that your finances are in good hands.
  • Trust – putting your financial decisions in the hands of others requires a strong level of mutual trust.

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

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

E. info@mmwealth.co.uk

Book a call with us Financial Planning Services