Our team

Our business is about people. Clients tell us we’re big enough to take advantage of new opportunities that can benefit them, but small enough that we don’t lose the personal approach that matters to them.

Experience matters

Our business is about people. Clients tell us we’re big enough to take advantage of new opportunities that can benefit them but small enough that we don’t lose the personal approach that matters to them.

We achieve this through our strong team based approach by:

Setting high standards across all our technical staff in the qualifications they hold exceeding those required by the FCA.
Being awarded ‘Chartered’ status and proud of the fact we investment in our people individually reaching ‘Chartered’ status. More about our ‘Chartered’ status.
Making sure the high levels of experience across the team extend to opportunities for younger members to grow and expand their knowledge.

We invest in our team to make our business what it is. And our people make our clients’ experience more rewarding.

Adrian Atkinson

Managing Director and Chartered Financial Planner

Adrian Atkinson

Managing Director and Chartered Financial Planner

What matters most to our team both at work and in personal time:

It matters that we provide a professional, proactive and family-focussed financial planning service to our clients. We understand that listening matters so that we can ensure objectives are met and wealth is preserved. We strive for perfection but recognise that on rare occasions we can get it wrong, and it matters that we deal with mistakes fairly, quickly and learn from the experience.

Outside of work, what matters is time with my family, active and social weekends and playing and umpiring hockey.

11 years at MM Wealth.

Email: adrian@mmwealth.co.uk

David Jones

Director and Financial Planner

David Jones

Director and Financial Planner

What matters most to our team both at work and in personal time:

Long term client relationships matter to me – some go back 25 years.

When not working, spending time with my grandchildren gives me a lot of pleasure, travelling to interesting parts of the world, drinking fine wine along the way. I am also a keen snooker player.

25 years at MM Wealth.

Email: david@mmwealth.co.uk

Adrian Brown

Director and Chartered Financial Planner

Adrian Brown

Director and Chartered Financial Planner

What matters most to our team both at work and in personal time:

Justifying the trust that our clients place in us matters. We take our responsibilities very seriously and recognise that to our clients time is a valuable commodity. It matters that they can rely on us to provide holistic financial plans and take away the burden of investment management.

When I am not working, apart from the family, what matters to me is my season ticket at Northampton Saints Rugby Club.

6 years at MM Wealth.

Email: abrown@mmwealth.co.uk

Marc Fuller

Director and Chartered Financial Planner

Marc Fuller

Director and Chartered Financial Planner

What matters most to our team both at work and in personal time:

Knowing that we have invested in technology and systems to ensure we deliver a professional and efficient service matters.

What matters to me, outside the workplace, is my wife and our young family; our little pug, Rudy and Liverpool FC.

12 years at MM Wealth.

Email: marc@mmwealth.co.uk

Raj Basra

Non-Executive Director

Raj Basra

Non-Executive Director

What matters most to our team both at work and in personal time:

In my role on the Board of MM Wealth, a robust financial position and good corporate governance practices matter.

Outside of work, spending time with my young family and travelling the world matters. Also when time allows, Liverpool FC can count on my unwavering support.

7 years at MM Wealth.

Tim Parker

Investment Manager and Chartered Financial Planner

Tim Parker

Investment Manager and Chartered Financial Planner

What matters most to our team both at work and in personal time:

It matters that we run our own in-house Discretionary Portfolio Management Service which means we are able to provide clients with specific information about our thought processes and decision making.

What matters to me, outside of work, is my family whether that is coaching my son’s football team, supporting my daughter’s team or just being ‘Dad’s Taxis’.

12 years at MM Wealth.

Email: tim@mmwealth.co.uk

David Thurlow

Investment Manager and Chartered Financial Planner

David Thurlow

Investment Manager and Chartered Financial Planner

What matters most to our team both at work and in personal time:

It matters to me being part of a team that really cares about their clients and each other. It matters that my skills and experience are valued by clients.

What matters to me personally is travelling and spending time with my children and grandson. Also a cracking Sunday dinner, with plenty of roasties definitely matters to me!

Less than a year at MM Wealth.

Email: davidthurlow@mmwealth.co.uk

Paul Orrey

Chartered Financial Planner

Paul Orrey

Chartered Financial Planner

What matters most to our team both at work and in personal time:

Being accessible to our clients matters to me.

What matters to me, away from work, is the theatre and reading a good book in the Cambridge University Botanic Garden.

5 years at MM Wealth.

Email: paul@mmwealth.co.uk

Nicola Peak

Chartered Financial Planner

Nicola Peak

Chartered Financial Planner

What matters most to our team both at work and in personal time:

As part of the team, it matters to know we are appreciated by clients and the directors.

What matters to me, outside of work, is travel, socialising with friends and horse riding.

7 years at MM Wealth.

Email: nicola@mmwealth.co.uk

Sarah Levett

Financial Planner

Sarah Levett

Financial Planner

What matters most to our team both at work and in personal time:

At work, what matters to me most is knowing that what we do helps our clients to achieve their goals, however large or small they might be.

Outside of work, what matters is time with my family and friends, and time to be able to do the things I enjoy including baking, travelling, knitting and supporting Ipswich Town.

1 year at MM Wealth.

Email: sarahlevett@mmwealth.co.uk

Gary King

Chartered Financial Planner

Gary King

Chartered Financial Planner

What matters most to our team both at work and in personal time:

At work, what matters to me is building and maintaining long-term client relationships and that we are able to help our clients to achieve their financial goals.

What matters to me, outside of work, is spending quality time with my wife and three young children and supporting my football team, Luton Town.

1 year at MM Wealth.

Email: gary@mmwealth.co.uk

Lauren Jones

Chartered Financial Planner

Lauren Jones

Chartered Financial Planner

What matters most to our team both at work and in personal time:

At work, building long-term client relationships matters.

Outside work, what matters to me is supporting my niece and nephew’s football team on Sunday mornings – whatever the weather.

6 years at MM Wealth.

Email: lauren@mmwealth.co.uk

Kypros Charalambous

Head of Investment Management

Kypros Charalambous

Head of Investment Management

What matters most to our team both at work and in personal time:

It matters to me that our portfolios are constructed and actively managed by experienced investment professionals to provide a diverse and well balanced portfolio of assets.

When I am not working, it matters that I spend time with my family. Also my keen interest in the traditions of ancient martial arts matters to me.

7 years at MM Wealth.

Alli Bode

Business Operations Manager

Alli Bode

Business Operations Manager

What matters most to our team both at work and in personal time:

The energy created through working in a positive and friendly environment matters.

What matters to me away from work is my family, friends and trying to live an ethically conscious life.

5 years at MM Wealth.

Email: alli@mmwealth.co.uk

Magda Korwin

Business Risk Manager

Magda Korwin

Business Risk Manager

What matters most to our team both at work and in personal time:

Ensuring that compliance standards are met and exceeded where possible and then clearly communicated to the rest of the team matters to me.

At home I enjoy social time with family and friends as well as decorating and landscaping projects.

6 years at MM Wealth.

Email: magda@mmwealth.co.uk

James Ogden

Client Administration Manager

James Ogden

Client Administration Manager

What matters most to our team both at work and in personal time:

What matters to me is working in a positive and collaborative team environment; providing high quality service to our clients.

Outside of work, what matters to me is family, my children’s sporting aspirations and Leeds Rhinos rugby league team.

Less than a year at MM Wealth.

Email: james@mmwealth.co.uk

Leah Kumar

Client Administration Team Leader

Leah Kumar

Client Administration Team Leader

What matters most to our team both at work and in personal time:

During my working day, keeping our clients informed of progress matters.

When I am not at work, what matters to me is my family, my pets and my hobbies of art and design.

3 years at MM Wealth.

Email: leah@mmwealth.co.uk

Faustinus Perera

Client Administrator

Faustinus Perera

Client Administrator

What matters most to our team both at work and in personal time:

Getting all the details right for clients and my colleagues matters.

What matters to me, outside of work, is spending time with my wife and two children and enjoying fine Italian food and wine.

10 years at MM Wealth.

Email: fausti@mmwealth.co.uk

Lisa Masniuk

Client Administrator

Lisa Masniuk

Client Administrator

What matters most to our team both at work and in personal time:

Providing great service to our clients, matters to me at work.

What matters to me outside of work is spending time with family and friends.

2 years at MM Wealth.

Email: lisa@mmwealth.co.uk

Monika Pelechova

Client Administrator

Monika Pelechova

Client Administrator

What matters most to our team both at work and in personal time:

Ensuring processes are followed and maintained and that I work effectively within the team.

Outside of work what matters to me is spending time with my family and friends. I also enjoy being outdoors, painting, drawing and taking care of my aquarium.

1 year at MM Wealth.

Email: monika@mmwealth.co.uk

Subi Ali

Client Administrator

Subi Ali

Client Administrator

What matters most to our team both at work and in personal time:

Being a team player and remaining accurate matters to me.

When not working, I’m very family orientated, love watching new movies and don’t like being a stranger at the gym.

Less than 1 year at MM Wealth.

Email: subi@mmwealth.co.uk

Lucy Pettit

Client Administrator

Lucy Pettit

Client Administrator

What matters most to our team both at work and in personal time:

Working as a team, proactively and efficiently matters to me.

At home, keeping active and spending time with my friends, family and two cats are important to me.

Less than 1 year at MM Wealth.

Email: lucy@mmwealth.co.uk

Caroline Bird

Client Administrator

Caroline Bird

Client Administrator

What matters most to our team both at work and in personal time:

Dedication to tasks and working as an effective team member matters to me at work.

Spending time with my family and friends matters to me. I enjoy yoga, cooking and have recently started ballroom and Latin dance classes with my husband.

Less than 1 year at MM Wealth.

Email: caroline@mmwealth.co.uk

Josh Fuller

Junior Client Administrator

Josh Fuller

Junior Client Administrator

What matters most to our team both at work and in personal time:

Helping with the efficient day-to-day running of the office matters to me.

Outside of work what matters to me is socialising and spending time with family and friends, and watching my favourite football team, Liverpool FC, whenever they’re playing.

Less than 1 year at MM Wealth.