Meet the team

Chartered financial planners and wealth managers

Discover how our team can help you

Our business is about our people and the long-term, trusted relationships we build with our clients.

We are a Chartered Financial Planning firm who have made a public commitment to professionalism.

Our financial planners are extremely well qualified and have over 320 years’ financial planning experience between them with the majority having achieved the much coveted Chartered status, and with others in the team working towards their accreditations.

Our Directors

Adrian Atkinson

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

Marc Fuller

Director and Compliance Officer

Stef Heslop

Director and Chartered Accountant

David Jones

Non-Executive Director

Raj Basra

Non-Executive Director

Ian Palfeyman

Non-Executive Director

Our Exec PA

Sarah Johnson

Executive PA

Our Financial Planning Team

Adrian Atkinson

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

Tim Parker

Chartered Financial Planner - Member of the Investment Committee

Adrian Brown

Chartered Financial Planner - Member of the Investment Committee

David Thurlow

Chartered Financial Planner and Investment Manager - Member of the Investment Committee

Nicola Peak

Chartered Financial Planner & Chartered Wealth Manager

Paul Orrey

Chartered Financial Planner

Gary King

Chartered Financial Planner

Lauren Jones

Chartered Financial Planner

Dave Worrall

Chartered Financial Planner

Baris Furlonger

Financial Planner

Tiffany Taylor

Client Relationship Manager

Our Investment Team

Geoff Cooper

Head of Investment Management, Chartered Wealth Manager - Chair of the Investment Committee

Amaraj Flora

Senior Portfolio Assistant & Investment Committee Support

Joseph Dignam

Portfolio Assistant & Investment Committee Support

Dr James Clunie

Economic & Strategy Consultant - Member of the Investment Committee

Tim Stubbs

Fund Research Consultant - Member of the Investment Committee

Our Risk Management Team

Marc Fuller

Director and Compliance Officer

Magda Korwin

Business Risk Consultant

Fiona Thomas

Senior Business Risk Support

Karen Chamberlain

Business Risk / Client Support

Our Client Support and Business Operations Team

Lucy Pettit

Client Support Team Leader

Caroline Bird

Senior Client Support

Josh Fuller

Client Support

Max Rolls

Client Support

Sue Teeboon

Front of House / Office Coordinator

Faustinus Perera

Business Support Coordinator

Ben Cooke

Business and Client Support

DISCLAIMER The content of this website is intended to provide general information about the services provided by MM Wealth Ltd. The information contained in this website may not be comprehensive and should not be acted upon without seeking professional advice. MM Wealth Ltd accepts no responsibility for the consequences of any action taken or not taken in reliance on the information contained in this website.

Whilst we make every effort to ensure that the content of this website is accurate and up to date, MM Wealth Ltd makes no representation or warranty regarding the accuracy or reliability of the information on this website.

MM Wealth Ltd does not warrant that this site or the server that makes it available are free of viruses or bugs. It is your responsibility as a responsible user to ensure that your computer is virus protected.

The Financial Conduct Authority do not regulate tax planning, estate planning, or cashflow planning.

MM Wealth is authorised and regulated by the Financial Conduct Authority. Registration Number: 148496

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Contact us

01223 233331

info@mmwealth.co.uk

Wellbrook Court, Girton, Cambridge, CB3 0NA

VAT number 750 976 012