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

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

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

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 new addition, Aiden; our little pug, Rudy and Liverpool FC.

Email: marc@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.

Tim Parker

Investment Manager and Senior 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

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

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

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

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

Lauren Isaac

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.

Email: lauren@mmwealth.co.uk

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.

Alli Bode

Client Administration 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.

Email: alli@mmwealth.co.uk

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.

Email: leah@mmwealth.co.uk

Jasmin Hargreaves

Senior Client Administrator

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

Keeping a clear head and staying focused matters to me.

Away from the office I enjoy going to music gigs, travelling and playing video games.

Email: jasmin@mmwealth.co.uk

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.

Email: fausti@mmwealth.co.uk

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.

Email: lisa@mmwealth.co.uk

Ryan Whittley

Client Administrator

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

What matters to me at work is giving clients a professional, personalised service.

What matters to me outside of work is keeping physically fit and giving plenty of attention to my border terrier, Ruby.

Email: ryan@mmwealth.co.uk

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.

Email: monika@mmwealth.co.uk

Freya Hoster

Client Administrator

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

Understanding the company policies and procedures so that I know I am working in line with my colleagues.

What matters to me, outside the office, is time with my family and friends, going shopping and cooking for others.

Email: freya@mmwealth.co.uk

Hannah Bayes

Client Administrator

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

Responding promptly to questions and requests from our clients matters.

What matters to me, outside the office, is collecting sneakers and spending time with my family.

Email: hannah@mmwealth.co.uk

Tom Martin

Client Administrator

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

Knowing when I need to stop, sit back and sense check the data matters to me.

Outside of work, what matters to me is exploring different parts of the world, and socialising with my friends.

Email: tom@mmwealth.co.uk

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

Sarah Johnson

Management 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

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

Magda Korwin

Risk Management Support

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

Fiona Thomas

Risk Management 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