As Chartered Financial Planners and Wealth Managers, we put our clients at the centre of everything we do.
We are proud to have been established since 1984 and have some existing client relationships that span over three decades. We have celebrated over 40 years in business.
We have been accredited as a chartered firm since 2016, which is the highest level of certification awarded in financial services for our profession and this is a status of which we are very proud. We are 100% independently owned.
Being a truly independent firm allows us to provide clients with unrestricted, impartial advice.
Our financial planners provide a holistic financial planning approach, taking into consideration where you are now, and where you aspire to be in the future. We listen to, and understand, your financial aspirations at every stage of your life.
At MM Wealth we specialise in building risk-adjusted investment portfolios, and provide a comprehensive portfolio management or advisory service. We have an experienced discretionary management team that can make considered investment decisions on your behalf based on investment objectives and risk.
Continually investing in our teams' expertise ensures we can provide the best possible advice, personalised to you, as and when you need it.
Established in Cambridge with clients nationwide, but with a focus on East Anglia, London and the South-East.
DISCLAIMER - Opinions constitute our judgment as of this date and are subject to change without warning. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. This information is not intended as an offer or solicitation to buy or sell securities or any other investment, nor does it constitute a personal recommendation.
Company Details
- Employees
- 24
- Founded
- -
- Address
- Wellbrook Court, Girton, Cambridgeshire,cb3 0na,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://www.mmwealth.co.uk
- Keywords
- Ethical Investments, Wealth Management, Corporate Chartered Status, Holistic Financial Planning, Inheritance Tax Planning, Retirement Planning, Estate Planning, Discretionary Fund Management, Cashflow Forecasting/Planning, 100% Independently Owned.
- HQ
- CAMBRIDGESHIRE
Mm Wealth Ltd Questions
Mm Wealth Ltd's website is https://www.mmwealth.co.uk
Mm Wealth Ltd's LinkedIn profile is https://uk.linkedin.com/company/mm-wealth-ltd
Mm Wealth Ltd has
24 employees.
View email and phone details for 24
employees at Mm Wealth Ltd.
Mm Wealth Ltd's industry is
Financial Services
Mm Wealth Ltd's categories are Financial Services
Mm Wealth Ltd's founding year is 1984
