Investment Management: Maximising Your Wealth

Helping you choose the right investment option for you

Are you making the most of your wealth 

There are many different types of investment solutions and deciding where and when to invest your money can be overwhelming.  

Whether you are a seasoned investor seeking a more hands-off approach or an investor looking for professional guidance, our investment portfolios and discretionary investment management services offer the flexibility, expertise, and personalised attention you deserve. 

Our team work closely with you – identifying and understanding your financial objectives, risk tolerance, time horizon and investment preferences.

At MM Wealth we specialise in building risk-adjusted investment portfolios and provide a comprehensive Discretionary Portfolio Management or Advisory Service.   

Our wealth management approach at the heart of the planning process, allows us to align your investment portfolio with your financial aspirations and to ensure the outcomes match your expectations.  

We will keep to informed with our Quarterly Economic Reviews and Client Webinars

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Making a positive impact with responsible investing

Aligning your financial goals with investments that positively impact society and the environment is an effective strategy for achieving financial success while also contributing to global sustainable development goals.

Our ethical investment portfolios are built on a foundation of robust environmental, social, and governance (ESG) principles, offering a responsible investment choice.

As companies and organisations become increasingly conscious of their ESG obligations, we are able to provide more opportunities for investors seeking to use their money for good.

Discover more on Ethical Investing

Discretionary Portfolio Management  

If you find yourself lacking the time, expertise or experience to effectively manage your investments yourself, discretionary portfolio management could be for you.

With this approach, you can entrust the day-to-day decision-making for your investments to our experienced team, who possess a wealth of knowledge in financial markets.  When building your investment portfolio, we make investment decisions on your behalf, considering your investment objectives and risk profile.

Our investment committee have oversight of all our investment strategies – reviewing and challenging decisions made by our in-house investment team on behalf of our clients.

By delegating the management of your investments to us, you can focus on other aspects of your life, while having peace of mind that your investments are being carefully looked after.

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*The value of your investments can go down as well as up, so you could get back less than you invested.

Advisory Investment Management  

This approach involves client-approved portfolio changes, making it ideal for those who prefer active involvement in investment decisions, but who would still like to benefit from our experience and expertise.

You retain overall control of your portfolio and make the final investment decisions, however your financial planner will meet with you to assess your current situation, objectives and financial goals – keeping you on track

*Portfolios managed under this approach are often traded less dynamically in response to evolving market conditions.


*The value of your investments can go down as well as up, so you could get back less than you invested.

Working with you to achieve your financial goals

Explore our site today to find what you are looking for, get in touch with us today if you have any questions for us.

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


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