MM Wealth Ltd

As independent financial planners and investment managers, our commitment is to building long-term relationships with clients. Providing advice on financial planning, investing, retirement, inheritance tax and other business-related financial advice.

We run our own Discretionary Portfolio Management service rather than using a third party, allowing us to create diversified investment portfolios with varying risk profiles.  

Our aim is to grow and preserve our clients’ wealth through a service which combines independent financial planning and investment management.

Working with you to identify your broader financial goals, integrating tax, investment, and estate advice around your needs, providing a solution that takes into account the bigger picture.

Please see our website www.mmwealth.co.uk for further details.


Products and services

Discretionary Portfolio Management

Our investment process is in-house allowing us to create diversified investment portfolios with varying risk profiles. We work with you to identify your broader financial goals, integrating tax, investment and estate advice around your needs, providing a solution that takes into account the bigger picture.

As financial planners and wealth managers, much of what we do involves long-term planning.  A key element of this is the building of tailored investment portfolios which includes fund selection, asset allocation, investment administration and regular performance reporting.

There are many different types of investment solutions, and deciding where to invest your money is not an easy thing to do.  

Our team will advise you on the degree of risk of each option and the likely outcomes to match your expectations.

We run our own Discretionary Portfolio Management service rather than using a third party and are able to provide clients specific information about our thought processes and decision making.  

Only 1% of financial advice firms in the UK have regulatory approval to manage client assets.

Our approach starts with establishing clear goals for the future use of your money, through the personal strategy we build for you.

https://www.mmwealth.co.uk/what-we-do/investment-services/

MM Wealth Investment Services

 

 

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