MDM Wealth
MDM Wealth is a financial services company based in Rugby, England. They specialize in providing expert financial advice and guidance to clients as financial consultants. With a focus on delivering personalized solutions, MDM Wealth helps their clients achieve their financial goals.
Introduction to MDM Wealth
MDM Wealth is a financial services company based in Rugby, England. The company was founded with the aim of providing top-notch financial consultancy services to individuals and businesses. MDM Wealth is unique in that it combines the latest technological tools with human expertise to deliver personalized financial advice to its customers.Services & products
MDM Wealth offers a range of financial consultancy services, including investment advisory, tax planning, and retirement planning. The company also provides wealth management services to high-net-worth individuals and businesses.Location
MDM Wealth is located in Mitchell Court, Castle Mound Way, Rugby CV23 0UY, United Kingdom. The surrounding area is a mix of residential and commercial properties. Customers can expect to find a variety of businesses, including cafes, restaurants, and retail shops, in the area. The closest public transportation options are Rugby Train Station (1.5 miles), Rugby Bus Station (1.3 miles), and Rugby Parkway Train Station (3.5 miles).Benefits
MDM Wealth stands out from other financial consultancy firms in the industry because of its commitment to providing personalized financial solutions to its customers. The company's team of experienced financial consultants works closely with customers to understand their unique financial goals and develop customized strategies to help them achieve those goals.Good to know
Customers should be aware that MDM Wealth charges a fee for its financial consultancy services. However, the company's transparent fee structure ensures that customers always know what they are paying for.Reviews
Customers have praised MDM Wealth for its knowledgeable and friendly staff, as well as its ability to provide customized financial solutions that meet their unique needs. One customer described the company as "an invaluable partner in achieving my financial goals."Amenities
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computer -
wi-fi
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meeting room
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coffee maker
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reception desk
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parking
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wheelchair accessible
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financial advice
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investment advice
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tax planning
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insurance services
FAQ
What types of financial services do you offer?
At MDM Wealth, we offer a wide range of financial services including investment planning, retirement planning, tax planning, estate planning, and risk management. We work closely with our clients to understand their financial goals and needs, and create customized financial plans to help them achieve their goals.What experience do your financial consultants have?
Our financial consultants at MDM Wealth have extensive experience in the financial services industry. They hold professional certifications and licenses and have worked with clients from various backgrounds and financial situations. Our team is dedicated to continuing education and staying up-to-date with the latest industry trends and regulations.How do you charge for your services?
We charge our clients for our services on a fee-only basis. This means that our fees are transparent and based on the services we provide, rather than being tied to the products we recommend. Our fees are discussed and agreed upon with our clients upfront, so there are no surprises.Can you provide references or case studies of your past clients?
Yes, we are happy to provide references or case studies of our past clients upon request. We understand that choosing a financial consultant is an important decision, and we want our potential clients to feel confident in our abilities and services.How will you tailor your services to meet my specific financial goals and needs?
At MDM Wealth, we understand that each client has unique financial goals and needs. That's why we take a personalized approach to our services. We work closely with our clients to understand their current financial situation, their goals, and their risk tolerance. Based on this information, we create a customized financial plan that is tailored to meet their specific needs and goals. We also regularly review and adjust the plan as needed to ensure that our clients are on track to achieve their goals.Reviews
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Sue Cuff
I went to MDM Wealth about six years ago after changing jobs looking for advice on my pensions and modest savings as I don't know anything about either. Definitely a good decision as Matthew and Dan have given me brilliant advice and my pensions and savings have shown fantastic growth. I am now in a position to retire - years earlier than I ever thought possible.
27-05-2022
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Mark Hartopp
Having being told that my place of work was closing, I was unsure what to do. At 61, what do I do? Do I have to carry on working? Having various pension pots, what do I do? I was recommended MDM by a former work colleague who had been in the same position as me and told me that he was very pleased with them. All of my options were explained to me in a very friendly, professional manner, and more importantly, in terms that I understood, and if there was anything that I didn't fully understand, just to ask. I did retire, and would highly recommend MDM to all.
27-05-2021
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Andy Fellows
I was looking to transfer my pension pot from a company pension with a view to retire early after a few years. MDM Wealth were recommended by a friend who has used their services for a number of years. The advice offered and ongoing management is superb. I feel I get a very personal service which is delivered in an extremely simple fashion.
27-05-2021
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David Hartopp
I was thinking of retiring but was not sure if it was viable. Over a lifetime of working I had accumulated a number of final salary & personal pensions. MDM listened to our goals and aspirations and completed a review of my pensions. Having completed this assessment they recommended that I was in a position to retire if I wanted to. They handled the consolidation of my pensions making it simple and and easily understandable. I retired in October 2020 and MDM have maintained regular contact to ensure that the plans remain up to date. I have been really pleased with the professional and inclusive service they have provided. So pleased they are now starting the same process with my wife's retirement planning.
27-05-2021
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Hugh Waugh
We have been very impressed with the professional approach and care taken by Matt & Dan in understanding our Financial needs and helping establish a plan of action which we are both comfortable with. Always prompt to respond to questions and very clear and friendly in communication on suggested adjustments and rationale we feel our Financial investment performance is in a safe pair of hands.
27-05-2021
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Jim Palmer
Positive: Professionalism, Quality, Responsiveness
27-05-2021
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chris walker
MDM Wealth are financial advisers to listen to. They save me from floundering in confusion with careful advice on investing. I found they listened to my needs, concerns and expectations on how my money might work for me. MDM have helped me build an investment plan that so far has yielded more than I had hoped for.
27-05-2021
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Les Ratcliffe
Positive: Professionalism, Responsiveness
27-05-2021
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Gary Smith
I have been working with the Directors of MDM Wealth for some 5 years now. Initially they helped to consolidate a number of Pension Funds I had, in various schemes, into one investment vehicle. What I liked about this process was that where it was better to leave a Pension Scheme in place with the current company they advised I did that, everything was very transparent and decisions based on fact. They have also educated me in the ways that pensions, lump sums and drawn down all work. I am now far more equipped to build my own forecast tools so I can personally keep track of my position and therefore the responsibility of where I am at rests with me, as it should. Currently I am engaging on an annual basis with MDM Wealth so we can do a Health Check of where I am going together. They use the power of technology to model funds and prediction, factoring in all sorts of event, the current Covid19 issues being a good example, showing me where I am tracking. MDM Wealth work with me in a partnership which I find very reassuring. I take personal responsibility for my Pension Position however we all need the expert to guide us and MDM Wealth do exactly that. I have no hesitation in recommending that you talk to MDM Wealth if you are looking for a Pensions Investment Partner.
27-05-2021
