Author: Adrian Atkinson
Managing Director, Chartered Financial Planner - Member of the Investment Committee
Published: April 2025
Great news!
We are proud to announce Gary King has completed the STEP Advanced Certificate in Trust Disputes. With passing his final exam he is now officially a Trust and Estate Practitioner.
For those of you not aware of the STEP association, this is a worldwide professional association. The qualifications are for professionals who advise families across generations in trusts and estates. This gives Gary specialist knowledge, alongside his Chartered Financial planning qualification, allowing more in-depth knowledge in wills and trusts, administering estates and ensuring compliance and preservation of assets.
We’d like to congratulate him and recognise this big achievement which will further enhance our offering with knowledge that we can pass on to both clients and professional connections.
Read more blog posts
It’s good to have peace of mind and ensuring you have the right cover in place is all part of our holistic financial planning service.
We help our clients with planning for the future. Discover how we helped our client mitigate their Inheritance Tax liability.
Even with the best plan in the world, curve balls can throw a plan off track. Our financial planners have the skill set to help you plan for the unexpected.
Get in touch today
We’ve built long lasting relationships on the strength of a good conversation, if you are looking for wealth management and independent financial planning advice or have any questions about the services we offer, please do get in touch.
T. 01223 233331
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.
Privacy Notice
