MM Financial Management Ltd was established in 1990 to specialise in financial planning for private clients and small firms.

As a small practice we offer a highly personal service consisting of professional and impartial fee-based "holistic" planning. Most of our clients have been introduced to us by their accountants or solicitors, and we receive many referrals from our existing clients. We are accustomed to working closely with our clients' other professional advisers. 

We offer truly independent advice supported by modern technology enabling us to fully research the marketplace, where financial products are required.

We agree the costs of our advice and services in advance and every client has the choice of paying our fees directly or via commission, or by a combination of the two.

We do not have a typical client. Our clients come from all age groups and backgrounds, and financial status is not as important as the desire to benefit from our services.

We specialise in the following services:-

Estate Planning

Investment Planning

Protection

Retirement Planning

Tax Planning

We provide a full financial planning service which covers six steps, as follows:-

Setting of objectives

Analysis

Reporting and discussing options

Implementation

Reviews 

The implementation process may include some or all of the following products. We can also advise on school fees planning, share protection or inheritance tax planning - please note: these products are not normally available to U.S. citizens

please click here for our fund research criteria and standard notes