MM WEALTH LTD

Q: What is MM WEALTH LTD's company size?

Mm wealth ltd has 11 - 50 people working.

Financial Services

Specialities :

Ethical investments

Wealth management

Corporate chartered status

Holistic financial planning

Inheritance tax planning

Revenue

11M - 100M

Total Funding

Size

11 - 50

About Us

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. This year we are celebrating 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 adviso...

Contact Information

England , United Kingdom

mmwealth.co.uk

MM WEALTH LTD Org Chart

Employees

Total Employees:
17

Top Contacts:
0

C-Level 0	VP - Level-
Director-	Manager-
Others17

Employees Working At MM WEALTH LTD

Magda Korwin

Head of Business Risk

Stef Heslop

Director and Chartered Accountant

Joseph Dignam

Graduate Portfolio Assistant

Tim Parker

Head of Financial Planning Chartered Financial Planner

Ian MSc

Non Executive Director

MM WEALTH LTD Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Business process management	Cambridge, England, United Kingdom	communication, assessment, compliance, financial, e, protection, risk, operations, networking, client service
CRM Implementation	Cambridge, England, United Kingdom	communication, assessment, compliance, financial, e, protection, risk, operations, networking, client service
Compliance	Cambridge, England, United Kingdom	communication, assessment, compliance, financial, e, protection, risk, operations, networking, client service
Database Administration	Cambridge, England, United Kingdom	communication, assessment, compliance, financial, e, protection, risk, operations, networking, client service
Digital Transformation	Cambridge, England, United Kingdom	communication, assessment, compliance, financial, e, protection, risk, operations, networking, client service

Trigger

Tech Stack Used By MM WEALTH LTD

A quick view of products employed by MM WEALTH LTD

Excel

Outlook

Word

List of technologies used by MM WEALTH LTD

Assessment

Case management

Client service

Communication

Compliance

Languages Used By MM WEALTH LTD

Jobs at MM WEALTH LTD

Hiring 2024-10-02 13:37:14

Financial Planner

Cambridge, England, United Kingdom

As Financial Planner, you will be based at the MM Wealth office in Girton, but may be asked to wo...

Frequently Asked Questions About MM WEALTH LTD

What does Mm wealth ltd do?+

What are Mm wealth ltd's specialties? +

Ethical investments,wealth management,corporate chartered status,holistic financial planning,inheritance tax planning,retirement planning,estate planning,discretionary fund management,cashflow forecasting/planning,and 100% independently owned