MM Wealth is awarded Chartered Status for our client-focused and people first approach

Author: Adrian Atkinson

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

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MM Wealth in Cambridge has achieved corporate Chartered Financial Planner status from the Chartered Insurance Institute (CII) for the seventh consecutive year.

Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values.

These commitments include putting clients’ interests first, investing in ongoing development of their people’s technical skills and knowledge, and supporting wider initiatives that benefit society as well as the growth of the profession.

The title Chartered Financial Planners is a public declaration that the advice given by MM Wealth:

  • is of the highest quality,
  • is based solely on the researched needs of the client; and
  • is provided by someone not exceeding their level of competency

Adrian Atkinson, Managing Director at MM Wealth explains “This is a great achievement and the Gold Standard for financial advice firms.  Well done to everyone at MM Wealth in upholding our professional standards.”

Jonathan Clark, Interim CEO of the Chartered Insurance Institute, said: “We are sure Chartered status has and will continue to raise the profile of your organisation.”

“Chartered titles are jealously guarded by professional bodies and are not awarded lightly.”

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