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MM Wealth

Independent financial planning and wealth management for high-net-worth individuals and families

Cambridge, United KingdomFounded 1979mmwealth.co.ukWebsite technologies

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Highlights

  • New on EvolcAdded 2026-10-29

About MM Wealth

MM Wealth provides financial planning and wealth management, including cashflow planning, pensions and retirement, financial protection, investment management, and estate and inheritance tax planning. It offers advisory and discretionary investment management, including responsible and ethical investment advice.

Its clients are high-net-worth individuals and families. The firm describes its advice as independent and personalised, with transparent fees and ongoing reviews. It is based in Cambridge and serves clients nationwide, with a focus on East Anglia, London and the South-East. The business was established in Cambridge in 1984; it has been a CII Corporate Chartered Financial Planning firm since 2016.

Product: Independent financial planning, wealth management, and investment advice.

Jobs at MM Wealth

No open positions listed right now.

Leadership

  • Adrian Atkinson · Managing Director, Chartered Financial Planner - Member of the Investment Committee
    Source: company website
  • Ben Cooke · Head of Operational Effectiveness
    Source: company website
  • Geoff Cooper · Head of Investment Management, Chartered Wealth Manager - Chair of the Investment Committee
    Source: company website
  • Lucy Pettit · Head of Client Experience
    Source: company website
  • Marc Fuller · Director of Client Experience and Chartered Financial Planner
    Source: company website
  • Stef Heslop · Director of Business Operations and Chartered Accountant
    Source: company website

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Website technologies

Older, unverified list. Detection dates and supporting evidence are not yet available.

  • Google Tag Manager
  • Google reCAPTCHA
  • WordPress
  • jQuery
  • nginx