Chartered financial planners

We’re Chartered because we care about our clients and providing the highest level of advice and service matters to us.

Qualifications matter

Our desire to become Chartered was driven by our commitment to deliver the highest standards of service to our clients.  We recognise that ultimately it is our clients who really matter and our success or otherwise depends on this continuing.

Our Chartered Financial Planners status is a result of many years hard work from everyone at MM Wealth as the standards required to become Chartered are very high. Our directors, advisers and staff at all levels are qualified well in excess of what is required by our regulator, the Financial Conduct Authority.

MM Wealth is one of a small number of independent financial planning firms to achieve the Chartered Insurance Institute accreditation level placing us in a small, though exclusive minority qualified to this level.

This means clients can call on the services of suitably qualified professionals with confidence when seeking help with their financial planning needs.

Find out more about our team