Our responsibility and commitment to our clients, people, society and the environment

Underpinned by agile risk management, good governance and a client-first approach

A responsive, robust and purposeful approach to complex and challenging environments

We are responding to and managing a number of complexities and challenges in an increasingly changing environment.

We are governed by strict compliance measures,  strong values and codes of conduct. Reinforcing our commitment to robust risk management and governance policies.

Our purpose – protecting our clients, looking after our people and making a positive impact on society and the environment.

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Acting ethically and with integrity and transparency at all times – meeting the needs of all our stakeholders

We support the ongoing reform to the corporate governance, reporting and audit system, and believe that it remains central to maintaining and strengthening MM Wealth’s reputation as a trusted partner for managing and protecting client wealth.

We are governed by a number of highly regulated industry bodies:

  • Financial Conduct Authority (FCA)
  • Chartered Insurance Institute (CII)
  • Chartered Institute of Securities & Investment (CISI)

Central to our decision-making processes, our risk appetite and client-first approach.

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Legal & Regulatory

It matters to us that we keep you informed about legal and regulatory issues that affect our relationship with you. We endeavour to make this information as accessible as possible. However, if you have any questions, please let us know.