MM Wealth have retained Chartered Firm status for the ninth consecutive year! 

Author: Adrian Atkinson

Managing Director, Chartered Financial Planner - Member of the Investment Committee

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Published:  April 2024


Great news we are delighted to share; MM Wealth has retained its Chartered Firm status from the Chartered Insurance Institute (CII) for the ninth consecutive year.

As a business, it is of utmost importance to us to ensure that this prized accolade remains in place year-on-year.  It is never a ‘given’ and the criteria to meet the renewal has changed exponentially since we first received the recognition.

However, what is constant is the symbolic nature of this status; it affirms our commitment to professional standards and recognises how we place emphasis on ongoing professional development.

Our commitment to enhance value, ensuring clients receive the best possible advice goes beyond technical competence.  Holding the corporate Chartered status means that consideration is not only given to what exams and knowledge the team has, but also that the company can demonstrate how we align our ethics and values and what philanthropic causes we have supported in the community.

In addition, 10 members of our financial planning team hold the coveted Chartered Financial Planner status, the gold standard for financial planners.

With more and more firms consolidating in our industry, we remain one of a select number of independently owned firms who have secured corporate Chartered status in East Anglia.  We have the expertise to provide clients with unrestricted, impartial advice.

If you are looking for a Chartered Financial Planner, please speak to a member of our financial planning team on 01223 233331 or email


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