MM Wealth appoints two new directors

Published: February 2023

We are delighted to announce that MM Wealth have made two new appointments to the board, effective 1 Feb 2023 – the first of which is Stef Heslop, our Head of Finance.  Stef (pictured right) has been with MM Wealth since February 2021.  She is a fellow of ICAEW (Institute of Chartered Accountants in England and Wales) and qualified at EY.

Stef has considerable experience in accounting, financial reporting, people management and leading audit teams from start-ups to FTSE 250 companies from her 18 years in practice.

The second appointment is Ian Palfreyman as a Non-Executive director.  Ian (pictured below) has been working with the MM Wealth team in a coaching and organisational development capacity.  He has 25 years’ experience in leadership and development and we believe his skill set will add great value to the board.

These new appointments bring fresh perspective and experiences and strengthen the board, and we are looking forward to working with Stef and Ian in their new roles.

After over 40 years in the financial services industry and more than 10 years as a director of MM Wealth, Adrian Brown has decided to stand down as a director, realigning his work/ life balance, and will concentrate on advising clients.  The MM Wealth team will continue to benefit from Adrian’s wealth of experience.

Further information about the MM Wealth team can be found on our website – MM Wealth Team | MM Wealth Ltd