MM Wealth Ltd
aka MMWM, MM Wealth Ltd
About
MM Wealth are independent Chartered Financial Planners and wealth management, providing holistic financial planning and investment management advice
Source: mmwealth.co.ukContact & Location
Regulatory Information
- FRN
- 148496
- Status
- Authorised
- Date Authorised
- 1 December 2001
- Years Authorised
- 24 years
- Regulator
- FCA
- Disciplinary Record
- Clean Record
Show all permissions
- ✓Agreeing to carry on a regulated activity
- ✓Advising on P2P agreements
- ✓Managing investments
- ✓Dealing in investments as agent
- ✓Arranging safeguarding and administration of assets
- ✓Advising on Pension Transfers and Pension Opt Outs
- ✓Making arrangements with a view to transactions in investments
- ✓Arranging (bringing about) deals in investments
- ✓Advising on investments (except on Pension Transfers and Pension Opt Outs)
Companies House
- Company Number
- 01454074
- Company Status
- Active
- Incorporation Date
- 15 October 1979
- Directors
- 6
- Accounts Category
- Full
- Last Accounts Filed
- 31 December 2024
- SIC Codes
- 82990
Team (18)
Christina Stephanie Heslop
ApprovedAdrian Francis John Atkinson
ApprovedCertifiedMarc James Fuller
ApprovedCertifiedRajwinder Singh Basra
ApprovedCertifiedDavid Clive Thurlow
CertifiedGary King
CertifiedGeoffrey James Edward Cooper
CertifiedJoshua Anthony David Jones
CertifiedAdrian Brown
CertifiedNicola Claire Peak
CertifiedPaul Orrey
CertifiedDavid Anthony Jones
CertifiedIan Charles Palfreyman
CertifiedTiffany Jayne Taylor
CertifiedDavid Alexander Worrall
CertifiedStephen John Clifton
No longer requiredAndrew John Parkinson
ApprovedCertifiedBaris Furlonger
ApprovedCertified
Google Reviews
3 reviews on Google
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Quick Facts
- Cambridge, East of England
- 24 years FCA-authorised
- 20 registered individuals
- 5 specialisms
- 9 FCA permissions
- CH 01454074
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Data Sources
This listing is auto-generated from publicly available data on the FCA Financial Services Register and Companies House. approval.co.uk does not endorse or recommend this adviser or firm. Verify current authorisation status at register.fca.org.uk.