What matters most to our team both at work and in personal time:
Professionally – as joint founder I have spent over 30 years growing the business from modest beginnings with two financial planners and a part-time secretary to where it is today. In 2020 I retired as a financial planner and stepped down from the management team to become a Non-executive director where hopefully my experience and grey hairs continue to be beneficial to the business.
Personally – since retiring from full-time work in 2020, my wife and I continue to travel to exotic (and sometimes not-so-exotic) places and plan to do so whilst we are still fit and able. We love spending time with our grandchildren and it is a delight when all the family can travel together.
Eventually when the time comes to slow down, as a keen snooker player I can concentrate on that quest for a 147 break (one can always dream).
My experience
I am a former qualified financial planner with over 25 years experience, prior to this I worked in the banking industry.
Email: david@mmwealth.co.uk
Meet the rest
of our team
As financial planners and wealth managers our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
