Author: Adrian Atkinson
Managing Director, Chartered Financial Planner - Member of the Investment Committee
Published: April 2025
We celebrate this each year since we first achieved this status, as we are proud to continue to meet the rigorous criteria required for this accolade.
Every firm that holds Chartered status adheres to an ethical code that underpins broader commitments to professional values. Our commitment goes beyond technical competence. We are dedicated to enhancing value, ensuring that we provide clients with the best possible advice.
Matthew Hill, Chief Executive at the CII Group, said: “By achieving corporate Chartered status, MM Wealth Ltd has made a public declaration to professional standards, and has committed to upholding the Chartered Ethos of nurturing knowledge, client centricity and serving society.”
The criteria we need to meet each year continues to evolve, and we remain committed to bettering ourselves to evidence our professionalism in providing a holistic financial planning service. We invest in the ongoing development of our peoples’ technical skills and knowledge plus supporting wider initiatives that benefit society as well as the growth of the profession.
In addition, 9 members of our financial planning team hold the coveted Chartered Financial Planner status, the gold standard for financial planners.
As companies continue to consolidate around us and this gathers pace, we remain independently owned, having celebrated 40 years in business in 2024. We provide clients with unrestricted, impartial advice as one of only a select number who have secured the Corporate status in East Anglia. This is even more important than ever with the holistic financial planning clients need post the 30 October 2024 budget and expected further legislative changes to follow.
If you are looking for a Chartered Financial Planner, please speak to a member of our financial planning team on 01223 233331 or email info@mmwealth.co.uk
Source of quote: Chartered Insurance Institute website
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