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
9:00 - 17:00
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
£802.09K
Cash in Bank
£345.08K
Total Liabilities
-£185.08K

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
Administration
1
Finance
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
Client Support Administrator • Joined Sep 2023
Managing Director, Chartered Financial Planner & Independent Financial Adviser • Joined Jan 2020
Paraplanner & Client Support • Joined Feb 2022