CMM Wealth Management

Financial planning that gives you confidence in your future.

Whether you are building towards your goals, protecting your wealth, or approaching retirement and want to know your pension will last – chartered, independent advice tailored around you.

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.

Approaching or in retirement

You’ve spent years building your pension — now the question is whether it will last. Support is built around turning defined contribution pensions into a sustainable income for life: working out how much can safely be drawn each year, managing the risk of running out of money, and reviewing the plan regularly as life changes. Every plan considers your family too — what you want to leave behind, and what matters to the people close to you.

Individuals and
Families

Building strong financial foundations, from budgeting and protection to planning for children’s education.

Professionals and Executives

Making the most of workplace pensions, bonuses and equity schemes.

Business Owners and Entrepreneurs

Tax-efficient profit extraction and succession planning as a business grows or changes hands.

High Net-Worth Individuals

Portfolio diversification and passing wealth on to the next generation.

Vulnerable Clients

Compassionate, patient guidance through health challenges or major life transitions.

Trustees and
Attorneys

Managing assets in line with fiduciary responsibilities.

CMM Wealth Management Ltd (1032557) is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107
Registered address: 4 The Poplars, Shiptonthorpe, York, YO43 3QZ. Companies House no. 16275954.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

CMM Wealth Management Ltd (1032557) is an appointed representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority under Firm Reference Number 197107

Registered address: 4 The Poplars, Shiptonthorpe, York, YO43 3QZ. Companies House no. 16275954.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.