MDM Wealth
Financial Services • 
Rugby, England, United Kingdom • 1-10 Employees
Company overview
| Headquarters | 7 Mitchell Court, Castle Mound Way, Rugby, Warwickshire CV23 0UY, GB |
| Phone number | +441788711655 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Management, Independent Financial Advice, Retirement Planning, Estate Planning, Investment Management, Pension Planning, Lifestyle Financial Planning, Protection Planning |
| Founded | 2018 |
| Employees | 1-10 |
| Socials |
Key Contact at MDM Wealth
Dan Martin
Managing Director, Chartered Financial Planner & Independent Financial Adviser
MDM Wealth Email Formats
MDM Wealth uses 2 email formats. The most common is {first initial} (e.g., j@mdmwealth.co.uk), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@mdmwealth.co.uk | 66.7% |
{first name} | john@mdmwealth.co.uk | 33.3% |
About MDM Wealth
We’re a family-run financial planning firm offering independent financial advice to people across the West Midlands and surrounding areas. Our goal is simple; to help you achieve your definition of financial freedom. We’ll show you your financial reality and give you the confidence to enjoy life; safe in the knowledge that your future is in good hands, without fear of running out of money. We’re a family business; Matthew and Daniel Martin are father and son. With MDM you get the best of both worlds: Matthew’s years of carefully-honed experience, combined with Dan’s fresh approach and knowledge. What’s more, our two advisers don’t work in isolation; they are assisted by our dedicated support team.
MDM Wealth revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
MDM Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
MDM Wealth has never raised funding before.
MDM Wealth Tech Stack
Discover the technologies and tools that power MDM Wealth's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
Programming languages
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Frequently asked questions
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