MDM Wealth

MDM Wealth is a family-run financial planning firm providing independent advice to clients in the West Midlands. They aim to help clients understand their financial situation and ensure their future is secure.
  • Pension reviews
  • Retirement planning
  • Investment management
  • Independent financial advice

Size
Small
Phone
01788 711655
Email
Available in Endole App
Locations
7, Mitchell Court, Castle Mound Way, CV23 0UY
01788711655
Digital Popularity
Social Media
Competitors
Positive Solutions
Positive Solutions is one of the UK's leading financial advice firms, established in 1997.
PKS Associates
PKS Associates is a premier provider of financial advice, established in 1993, catering to both private and corporate clients.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
MDM Wealth is operated by MDM Wealth Ltd and is a Active company incorporated on 8 June 2018 with the registered office located in Rugby, Warwickshire. MDM Wealth Ltd was registered 7 years ago.

Status
Active
Size
Micro
Directors
2
Age
7 years old
Employees
6
Turnover
Unreported
Total Assets
£1M
Cash in Bank
£169.58K
Total Liabilities
-£200.71K

Director • British • Lives in UK • Born in Jan 1995
Director • PSC • British • Lives in UK • Born in Mar 1964
DJM 95 Ltd
PSC
Teams
All
3
Finance
1
Administration
1
Other
1
Managing Director, Chartered Financial Planner & Independent Financial Adviser • Joined Jan 2020
Client Support Administrator • Joined Sep 2023
Paraplanner & Client Support • Joined Feb 2022
Managing Director, Chartered Financial Planner & Independent Financial Adviser • Joined Jan 2020
Client Support Administrator • Joined Sep 2023
Paraplanner & Client Support • Joined Feb 2022