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 all our financial planners achieving the much coveted individual Chartered status.

Our Directors

Adrian Atkinson

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

Marc Fuller

Director of Client Experience and Chartered Financial Planner

Stef Heslop

Director of Business Operations and Chartered Accountant

David Jones

Non-Executive Director

Raj Basra

Non-Executive Director

Ian Palfreyman

Non-Executive Director

Your Client Experience consists of our Financial Planning, Client Experience and Investment Teams

Marc Fuller

Director of Client Experience and Chartered Financial Planner

Adrian Atkinson

Managing Director, 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

Gary King

Chartered Financial Planner

Paul Orrey

Chartered Financial Planner & Chartered Wealth Manager

Dave Worrall

Chartered Financial Planner

Adrian Brown

Chartered Financial Planner

Tiffany Taylor

Financial Planner

Joshua Jones

Financial Planner

Claire Hide

Client Relationship Manager

Eman Fareed

Trainee Client Relationship Manager

Our Client Experience Team

Lucy Pettit

Head of Client Experience

Ben Cooke

Acting Head of Operational Effectiveness

Josh Fuller

Senior Client Experience Executive

Sue Teeboon

Client Experience Executive

Laila Hatcher

Client Experience Executive

Kieran O'Sullivan

Trainee Client Experience Executive

Our Investment Team

Geoff Cooper

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

Joseph Dignam

Senior Portfolio Assistant & Investment Committee Support

Reece Askey

Portfolio Assistant

Dr James Clunie

Economic & Strategy Consultant - Member of the Investment Committee

Tim Stubbs

Fund Research Consultant - Member of the Investment Committee

Business Operations Team incorporating our Executive PA, Operational Effectiveness and Risk Management

Stef Heslop

Director of Business Operations and Chartered Accountant

Marc Fuller

Director of Client Experience and Chartered Financial Planner

Sarah Johnson

Executive PA

Ben Cooke

Acting Head of Operational Effectiveness

Fiona Thomas

Senior Business Risk Support

Karen Chamberlain

Business Risk Support

Magda Korwin

Business Risk Consultant

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