Mm Wealth Revenue
Financial Services • 
Cambridge, England, United Kingdom • 21-50 Employees
Mm Wealth revenue & valuation
| Annual revenue | $2,053,320 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,600,000 |
| Total funding | No funding |
Key Contacts at Mm Wealth
Adrian Atkinson
Managing Director
Ian Palfreyman
Non Executive Director
Stef Heslop Fca
Director And Chartered Accountant
Marc Fuller
Director
Company overview
| Headquarters | Wellbrook Court, Girton, CAMBRIDGESHIRE, CB3 0NA, GB |
| Phone number | +44750976012 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Wealth Management, Holistic Financial Planning, Retirement Planning, Inheritance Tax Planning, Estate Planning, Ethical Investments, Discretionary Fund Management, Corporate Chartered Status, 100% Independently Owned, Cashflow Forecasting/Planning |
| Founded | 1984 |
| Employees | 21-50 |
| Socials |
Mm Wealth Email Formats
Mm Wealth uses 3 email formats. The most common is {first name} (e.g., john@mmwealth.co.uk), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@mmwealth.co.uk | 50% |
{first initial} | j@mmwealth.co.uk | 39.3% |
{first initial}{last name} | jdoe@mmwealth.co.uk | 10.7% |
About Mm Wealth
As Chartered Financial Planners and Wealth Managers, we put our clients at the centre of everything we do. We are proud to have been established since 1984 and have some existing client relationships that span over three decades. We have celebrated over 40 years in business. We have been accredited as a chartered firm since 2016, which is the highest level of certification awarded in financial services for our profession and this is a status of which we are very proud. We are 100% independently owned. Being a truly independent firm allows us to provide clients with unrestricted, impartial advice. Our financial planners provide a holistic financial planning approach, taking into consideration where you are now, and where you aspire to be in the future. We listen to, and understand, your financial aspirations at every stage of your life. At MM Wealth we specialise in building risk-adjusted investment portfolios, and provide a comprehensive portfolio management or advisory service. We have an experienced discretionary management team that can make considered investment decisions on your behalf based on investment objectives and risk. Continually investing in our teams' expertise ensures we can provide the best possible advice, personalised to you, as and when you need it. Established in Cambridge with clients nationwide, but with a focus on East Anglia, London and the South-East. DISCLAIMER - Opinions constitute our judgment as of this date and are subject to change without warning. The value of investments, and the income from them, can go down as well as up, and you may not recover the amount of your original investment. This information is not intended as an offer or solicitation to buy or sell securities or any other investment, nor does it constitute a personal recommendation.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Mm Wealth has 11 employees across 3 departments.
Departments
Number of employees
Funding Data
Mm Wealth has never raised funding before.
Mm Wealth Tech Stack
Discover the technologies and tools that power Mm Wealth's digital infrastructure, from frameworks to analytics platforms.
Hosting panels
Security
Performance
Form builders
Databases
Tag managers
Reverse proxies
JavaScript libraries
Programming languages
Miscellaneous
Blogs
JavaScript libraries
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