Looking after your family’s wealth

With a comprehensive approach

Protect your family’s legacy and ensure your assets are looked after

Our financial planners are experienced in working with complex and sensitive family situations, particularly in cases of divorce, second marriages, and providing for stepchildren and grandchildren.

Building trusted relationships with our clients and their families ensures that we continue to look after your family’s wealth for future generations.

If you have a complex family situation or need help putting a financial plan in place to protect you and your loved ones, speak to our financial planning team for advice.

Ensuring family wealth for generations to come

Involving children and grandchildren in conversations with your financial planner early on, helps to ensure that your aspirations and wishes are aligned with their future financial goals and needs. 

Rest assured that as your financial planner, we can offer resources and tools to help your children understand and manage their inheritance wisely. 

Our approach to financial planning

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Speak to a financial planner

If you are interested in this service, please do get in touch with us today and our team will be able to contact you regarding the next steps.

T. 01223 233331

E. info@mmwealth.co.uk

Speak to a financial planner