About Us

MM Financial Management was established in 1990 by Miles Moseley, a Certified Financial Planner, to specialise in financial planning and wealth management for private clients and small firms. 

As a small practice we offer a highly personal service and we aim to develop a long-term working relationship with clients. 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. 

Our financial planning service is based on a truly holistic understanding of our client's financial situation, goals and attitude to investment risk, whilst the firm's wealth management systems aim to meet financial planning objectives. 

MM Financial Management is a wholly independent company and is not restricted in any of the funds or investment products we may wish to use for our clients' wealth management and financial planning purposes. The firm is privately owned and therefore not financially tied or obliged to any particular fund manager or product provider.

The firm charges fees for wealth management, financial planning and consultancy services. 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.