MM Wealth: 40 Years On

Published:  July 2024

MM Wealth is proud to announce 40 years in business this year.  What started as two advisers and a part-time secretary has grown into a team of nearly thirty, including ten Chartered Financial Planners and an established business with funds under management in excess of half a billion pounds.

The original business premises were in Victoria Road (now a funeral directors – no jokes please), we were then based at Vision Park in Histon and for the past six years, at our impressive offices in Girton.  Each move was necessary due to the growth of the business.

In 2008, Adrian Atkinson joined the business, and he was the driving force that enabled us to become discretionary fund managers which significantly enhanced our client offering.  Along the way, we also acquired two smaller advisory firms, but have grown principally through recommendations from existing clients and professional connections.

We were accredited as a Chartered firm in 2016, which is the highest level of certification awarded in financial services for our profession.  We have proudly retained this status for nine consecutive years which is only achieved through the efforts of all of our team.  This is a mark of professional excellence that meets the sector’s “high standards and embodies the principles of the ‘Chartered Ethos: Nurturing Knowledge, Serving Society and Client Centricity’ ” Rebecca Aston, Chartered Insurance Institute.   

With governance at the forefront of what we do, David Jones, one of the joint founders, has retired from advising but is still involved in the business as a Non-Executive Director (NED).  MM Wealth has three NEDs on the Board which for many Small Medium Sized Entities (SMEs) is quite unusual, but it demonstrates our commitment to our core values and oversight.

We are in a market where we need to remain dynamic and flexible and we seek to keep our independence where so many other SMEs are choosing to consolidate.  It’s hard to believe it’s been 40 years but we are looking forward to the future and continuing to provide our clients with a first class personalised service for the next 40 years.

We are always here to help you with any questions or concerns you may have.  If you would like to talk to one of our Chartered Financial Planners, please contact us on 01223 233331 or email info@mmwealth.co.uk.

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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.

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