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 invest 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

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

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David Jones

Director and Financial Planner

David Jones

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.

Email: david@mmwealth.co.uk

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Adrian Brown

Director and Chartered Financial Planner

Adrian Brown

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

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Marc Fuller

Director and Chartered Financial Planner

Marc Fuller

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

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Raj Basra

Non-Executive Director

Raj Basra

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.

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Sarah Johnson

Executive PA

Sarah Johnson

Sarah Johnson

Executive PA

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

The best PA I can be, matters in my working life.

What matters to me, outside of work, is time with the family and getting creative with playing the piano, painting and baking.

Email: sarah@mmwealth.co.uk

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Geoff Cooper

Head of Investment Management

Geoff Cooper

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

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Tim Parker

Head of Financial Planning and Chartered Financial Planner

Tim Parker

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 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’.

Email: tim@mmwealth.co.uk

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Alli Bode

Head of Business Operations

Alli Bode

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

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Magda Korwin

Head of Business Risk

Magda Korwin

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 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.

Email: magda@mmwealth.co.uk

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David Thurlow

Chartered Financial Planner and Investment Manager

David Thurlow

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

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Nicola Peak

Chartered Financial Planner

Nicola Peak

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

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Lauren Jones

Chartered Financial Planner

Lauren Jones

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 spending quality time with my husband and son – a walk in the park on a rainy day is our favourite thing to do.

Email: lauren@mmwealth.co.uk

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Paul Orrey

Chartered Financial Planner

Paul Orrey

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

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Gary King

Chartered Financial Planner

Gary King

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

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Sarah Levett

Financial Planner

Sarah Levett

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.

Email: sarahlevett@mmwealth.co.uk

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Baris Furlonger

Client Relationship Manager

Baris Furlonger

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

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Ismael Saywell

Client Relationship Manager

Ismael Saywell

Ismael Saywell

Client Relationship Manager

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

At work, it matters to me that I aid in the provision of helpful, personal and client focused financial advice.

Outside of work, I enjoy spending time with my family and working out.

Email: ismael@mmwealth.co.uk

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Dave Worrall

Client Relationship Manager

Dave Worrall

Dave Worrall

Client Relationship Manager

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

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Fiona Thomas

Business Risk and Operations Support

Fiona Thomas

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

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Marianne Tierney

Business Risk and Operations Support

Marianne Tierney

Marianne Tierney

Business Risk and Operations Support

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

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Faustinus Perera

Business Operations Coordinator

Faustinus Perera

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

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Lucy Pettit

Client Administration Team Leader

Lucy Pettit

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

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Monika Pelechova

Senior Client Administrator

Monika Pelechova

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

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Caroline Bird

Client Administrator

Caroline Bird

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.

Email: caroline@mmwealth.co.uk

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Dean Hill

Client Administrator

Dean Hill

Dean Hill

Client Administrator

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

Excelling at any task undertaken matters to me, as well as continuously studying to better myself.

My family is what matters most to me – supporting and encouraging them.  I’m also an avid reader and enjoy a good workout, either at the gym or outdoors.

Email: dean@mmwealth.co.uk

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Josh Fuller

Client Administrator

Josh Fuller

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

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Tiffany Taylor

Client Administrator

Tiffany Taylor

Tiffany Taylor

Client Administrator

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

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Gail Maltby

Management Accountant

Gail Maltby

Gail Maltby

Management Accountant

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

A strong and accurate set of accounts matters to me.

What matters to me, outside work, and of course the family, is MotoGP, listening to rock (the heavier, the better) and going to gigs.

Email: accounts@mmwealth.co.uk

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Sue Teeboon

Receptionist / Administrator

Sue Teeboon

Sue Teeboon

Receptionist / Administrator

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

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Stephen Smith

Portfolio Assistant

Stephen Smith

Stephen Smith

Portfolio Assistant

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

I enjoy taking a practical approach in solving problems whilst keeping abreast of macroeconomic news; it matters to me that we deliver the highest standards to our clients.

Outside of the office I support my family and friends with free time usually taken up by cycling, holidays and the gym.

Email: stephen@mmwealth.co.uk

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