FAQs

At MM Wealth, we consider wealth management as a combination of providing holistic, bespoke financial planning advice together with a professional investment service.

MM Wealth is committed to being independent and is authorised as a whole of market adviser. This means we have access to the widest range of products and services rather than being restricted to a limited number of options.

A Financial Planner will work with you to create a plan to help achieve you and your family’s financial objectives. Our financial planners well help you to navigate the bumps in the road during the journey whether this be through illness, career change or untimely death.

No, we are happy to absorb the cost of an initial consultation so we can get to know you and establish whether we will be the right wealth management firm for you. At this time, based on your specific needs and requirements, we will provide a full, transparent fee structure.

Our review meetings normally take place at our offices, or online via Teams.  However, our financial planners can arrange in-person meetings with you at home if this would be more suitable.

We are one of a handful of independent financial planning firms in the UK that have their own fully qualified and experienced in-house investment team and can offer a bespoke Discretionary Portfolio Management service to our clients

This is the gold standard level for financial planning firms, and we have maintained this status since 2016. Chartered Financial Planners are publicly committed to a client-first approach and values that align with a professional Code of Ethics. We’ll provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

Yes, we can build a plan to ensure that as much of your family’s wealth as possible can be passed down through the generations. This is an inclusive process and can include the involvement of children and grandchildren.

MM Wealth main office is in Girton, Cambridge, with a further office in London.

View our contact us page to see directions to our Cambridge office

Hopefully, with our experience and expertise things will stay on course. However, should an investment or insurance product get into difficulties, the Financial Services Compensation Scheme offers varying levels of protection. You can find out more via the link below:

What we cover | Check your money is protected | FSCS

If you wish to complain about the advice or service please contact our Compliance Director – for a copy of our Complaints Policy which sets out the process and what you can expect. We will do our utmost to resolve your complaint, however, if we cannot resolve a complaint from you, you can refer it to The Financial Ombudsman Service. You can learn more through the link below: –

Financial Ombudsman Service: our homepage (financial-ombudsman.org.uk)