Visit us
Come and visit us! We are located on the outskirts of Cambridge in Girton, with easy access to the A14 and M11. Our office has plenty of car parking spaces, and is designed to ensure seamless accessibility for individuals with disabilities.
Speak to a Financial Planner:
FAQs: get the answers you need quickly
What is Wealth Management?
We at MM Wealth, see this as a combination of providing holistic, bespoke financial planning advice together with a professional investment service.
Are you independent?
MM Wealth is committed to independence and is authorised as a whole of market adviser. This means we have access to the widest range of products and services rather than being restricted to a limited number of options.
What is a Financial Planner?
A Financial Planner will work with you to create a plan for you to achieve you and your family’s financial objectives. Our planners well help you to navigate the bumps in the road during the journey whether this be through illness or untimely death.
Do I have to pay for an initial consultation?
No, we are happy to absorb the cost of an initial consultation so we can get to know you and establish whether we will be the right wealth management firm for you. At this time, based on your specific needs and requirements, we will provide a full transparent fee structure.
Do you offer at home meetings?
Our review meetings normally take place at our offices, or online via Teams. However, our financial planners can arrange in-person meetings with you at home if this would be more suitable.
Can you help with preserving my family’s wealth?
Yes, we can build a plan to ensure that as much of your family’s wealth as possible can be passed down through the generations. This is an inclusive process and can include the involvement of children and grandchildren.
Where are the MM Wealth offices located?
MM Wealth main office is in Girton, Cambridge, with a further office in London.
How am I protected if things go wrong?
Hopefully, with our experience and expertise things will stay on course. However, should an investment or insurance product get into difficulties, the Financial Services Compensation Scheme offers varying levels of protection. You can find out more via the link below:
How do I make a complaint?
If you wish to complain about the advice or service please contact our Compliance Director – for a copy of our Complaints Policy which sets out the process and what you can expect. We will do our utmost to resolve your complaint, however, if we cannot resolve a complaint from you, you can refer it to The Financial Ombudsman Service. You can learn more through the link below: –
Financial Ombudsman Service: our homepage (financial-ombudsman.org.uk)
