Our team

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.

Email: adrian@mmwealth.co.uk

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.

Email: abrown@mmwealth.co.uk

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.

Email: marc@mmwealth.co.uk

David Jones

Non-Executive Director

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

It matters to me that in my NED role I can use over 25 years of working in the business to contribute to the continued success of MM Wealth.

Away from my work responsibilities, it matters that I can both spend time with the grandchildren and also enjoy travelling the globe.  As a keen snooker player, I can continue my quest for that elusive 147 break.

Email: david@mmwealth.co.uk

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.

Geoff Cooper

Head of Investment Management

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

Creating a dynamic investment process to keep pace with evolving financial markets matters to me, as well as enabling our financial planners to work closely with clients to meet their wealth objectives.

At home it’s all about quality time with my wife and daughters.  Just add family, friends, good food and fine wine.

Email: geoff@mmwealth.co.uk

Tim Parker

Head of Financial Planning and Chartered Financial Planner

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

It matters that we provide a holistic financial planning service tailored to our clients’ needs and objectives. With our own in-house Discretionary Portfolio Management Service, we are able to integrate our investment management with financial planning service.

What matters to me outside of work is my family and keeping active. Whether that is playing football, supporting my daughter’s football team (with occasional linesman duties) or just being ‘Dad’s Taxis’.

Email: tim@mmwealth.co.uk

Alli Bode

Head of Business Operations

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.

Email: alli@mmwealth.co.uk

Magda Korwin

Head of Business Risk

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

Ensuring that compliance standards are met and, where possible, exceeded for the benefit of our lovely clients. It matters to me that we stay abreast of the ever changing regulatory requirements and communicate these to the rest of the staff team.

At home, what matters is time with family and friends, watching my daughter grow, and a bit of wild swimming when life gets too busy.

Email: magda@mmwealth.co.uk

Stef Heslop

Head of Finance

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

What matters to me at work, is being part of the team in providing real-time information.

Away from work, spending time with my family and running around the hockey pitch on a Saturday matters to me.

Email: stef@mmwealth.co.uk

Sarah Johnson

Executive PA

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

I want to be as helpful as possible in the office and use my strengths where they are most needed.

When I’m at leisure, what matters to me is family, photography, travel and being creative with arts and crafts, including baking and playing the piano.

Email: sarah@mmwealth.co.uk

David Thurlow

Chartered Financial Planner and Investment Manager

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.

Email: davidthurlow@mmwealth.co.uk

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.

Email: nicola@mmwealth.co.uk

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 of work, what matters to me is enjoying quality time with my family and when I get the chance, I also like to spend a few hours at my sewing machine. Making my own clothes is a real passion of mine.

Email: lauren@mmwealth.co.uk

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.

Email: paul@mmwealth.co.uk

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.

Email: gary@mmwealth.co.uk

Dave Worrall

Financial Planner

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

At work what matters to me is ensuring I am able to support clients in achieving their goals and also help to resolve any issues that may be of importance to them.

What matters to me outside of work is time with the family.  I am also an avid sports fan and my passion for Welsh rugby also matters more than it probably should.

Email: dworrall@mmwealth.co.uk

Baris Furlonger

Client Relationship Manager

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

At work, I aim to provide clients with the best possible service by assisting them with achieving their goals and ensuring they have confidence in my skills and abilities.

Outside of work my passions are music and rugby, having been a part of the 2015 World Cup opening ceremony and having held a Tigers season ticket for many years.

Email: baris@mmwealth.co.uk

Tiffany Taylor

Client Relationship Manager

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

Being flexible to the company matters to me, and being as effective as possible.

When at home, I have an interest in sports and fitness, including rowing with a local team.

Email: tiffany@mmwealth.co.uk

Fiona Thomas

Business Risk and Operations Support

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

Making sure all the right bits of information are in the right places, matters to me at work.

What matters to me outside work apart from my family is figure skating and cycling.

Email: fiona@mmwealth.co.uk

Faustinus Perera

Business Operations Coordinator

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.

Email: fausti@mmwealth.co.uk

Lucy Pettit

Client Administration Team Leader

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.

Email: lucy@mmwealth.co.uk

Monika Pelechova

Senior 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.

Email: monika@mmwealth.co.uk

Caroline Bird

Senior Client Administrator

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

Working as an effective member of the team to deliver the best service to our clients and supporting my colleagues is important to me.

At home, being with my family and spending time with my little grandson is important to me. I also enjoy cooking, reading and walking in my leisure time.

Email: caroline@mmwealth.co.uk

Josh Fuller

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.

Email: josh@mmwealth.co.uk

Karen Chamberlain

Client Administrator

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

Being an effective and accurate member of the team matters to me.

Away from work I enjoy spending time with family and friends and riding my horse.  I am also a Trustee of an orphanage in Nepal, so regular contact with them matters to me.

Email: karen@mmwealth.co.uk

Marianne Tierney

Client Administrator

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

It matters to me professionally to provide excellent administrative services to both clients and colleagues.

In my spare time, I am a Girlguiding leader.  I also relax with knitting and crochet projects.

Email: marianne@mmwealth.co.uk

Sue Teeboon

Front of House / Office Coordinator

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

Answering phone calls promptly and not keeping clients waiting matters to me.

Outside work, going running twice a week with a local group matters to me so I can stay fit and healthy.

Email: sue@mmwealth.co.uk

Amaraj Flora

Portfolio Assistant

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

It matters to me that we run our own Discretionary Portfolio Management service which enables us to adapt our strategies in line with the ever changing financial markets, in turn allowing us to deliver the highest of standards to our clients.

Outside of work, what matters to me is keeping fit and healthy by going to the gym and playing hockey.

Email: amaraj@mmwealth.co.uk

Ben Cooke

Graduate Business Support

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

What matters to me is being an active part of an effective team.

Outside work I enjoy playing football and cricket, watching my teams Chelsea and AC Milan, listening to music and being environmentally conscious.

Email: ben@mmwealth.co.uk

Nicolle Halksworth

Marketing Consultant

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

Being part of a creative, professional and friendly team who are focused on delivering the best possible service to our clients’.

Away from work, I enjoy long cycle rides or running through the Cambridgeshire countryside, and playing 5 aside football. I also coach my daughters U11 girls football team. And whenever we have a free weekend, I love traveling with my family or friends.

Email: nicolle@mmwealth.co.uk