What matters most to our team both at work and in personal time:
Professionally – creating a dynamic investment process to keep pace with evolving financial conditions matters to me. Also, working with our financial planning team to provide clarity to our clients on our investment strategies.
Personally – at home it’s all about quality time with my wife and daughters. Just add family, friends, good food and fine wine.
My experience
I am a Fellow of the Chartered Institute for Securities and Investment and I’ve been working in wealth management for over 27 years, with experience of delivering
Qualifications
Email: geoff@mmwealth.co.uk
Meet the rest
of our team
As financial planners and wealth managers our commitment to building long-term relationships with clients comes through our ability to provide holistic financial planning solutions.
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
