Adrian Atkinson, Managing Director at MM Wealth said, we are delighted to announce two new appointments to the board - the first of which is Stef Heslop, our Head of Finance. Stef has been with MM Wealth since February 2021. She is a fellow of ICAEW (Institute of Chartered Accountants in England and Wales) and qualified at EY.
Stef has considerable experience in accounting, financial reporting, people management and leading audit teams from start-ups to FTSE 250 companies from her 18 years in practice.
The second appointment is Ian Palfreyman as a Non-Executive director.
Ian (pictured right) has been working with the MM Wealth team in a coaching and personal development capacity. He has 25 years of
experience in leadership and development and we believe his skill set will add great value to the board.
These new appointments bring fresh perspective and experiences and importantly strengthen the board and we are very much looking forward to working with Stef and Ian in their new roles”.
After over 40 years in the financial services industry and over 10 years as a director of MM Wealth, Adrian Brown will be stepping down as director to concentrate on advising clients and will continue to support the MM Wealth team with his extensive experience.
More information about the MM Wealth team can be found on our website - MM Wealth Team | MM Wealth Ltd
MM Wealth is a firm of Chartered Financial Planners offering wealth management and independent financial planning advice to high-net-worth individuals in Cambridgeshire, London, and East of England.
MM Wealth
Wellbrook Court
Girton
Cambridge
CB3 0NA
01223 233331
info@mmwealth.co.uk
www.mmwealth.co.uk
MM Wealth Ltd is authorised and regulated by the Financial Conduct Authority. Incorporated in England and Wales. Registration Number: 01454074
