Guiding your financial journey with clarity and confidence.
Your Life, Your Goals, Chartered Independent Financial Advice on Your Terms
Expert financial planning tailored to your values, ambitions and lifestyle.
CMM Wealth Management offers tailored, independent advice designed to support individuals, families, and business owners through every stage of their financial journey.
The aim is to empower you to make clear, confident decisions—whether you’re planning for the future, growing your wealth, or shaping your legacy. Step by step, guidance is provided to help you build a secure and confident financial future.
Who CMM Wealth Management provides advice for.
Everyone’s financial journey is different and so are the challenges that come with it. CMM Wealth Management offers independent, personalised advice to a wide range of clients, each with their own goals, responsibilities, and aspirations.
Individuals and
Families
Support for those building a strong financial foundation—from early career to growing family life. This includes budgeting, saving, education planning, and ensuring the right protection is in place.
Pre-Retirees and Retirees
Guidance through the transition into retirement and beyond, with a focus on pension strategies, sustainable income, and estate planning to ensure lasting peace of mind.
Business Owners and Entrepreneurs
Specialist advice for managing personal wealth alongside business responsibilities. This includes tax-efficient profit extraction, succession planning, and business protection.
High Net-Worth Individuals
Strategic financial planning for clients with more complex needs. Services include portfolio diversification, intergenerational wealth transfer, and advanced estate structuring.
Professionals and Executives
Advice tailored to those with unique compensation structures or busy careers—maximising pensions, managing equity or bonus schemes, and protecting income.
Trustees and
Attorneys
Support for those managing assets or responsibilities on behalf of others, ensuring investments align with fiduciary duties and long-term goals.
Vulnerable Clients
Sensitive and thoughtful guidance for clients facing health issues, bereavement, or major life changes—always delivered with care, clarity, and respect.
