Your Life, Your Goals, Independent Advice on Your Terms.
Expert financial planning tailored to your values, ambitions, and lifestyle
Why partner with me
At CMM Wealth Management, I provide high-touch, independent advice – with a focus on clarity, discretion and long-term results.
Tailored
Wealth Strategies
Leading
Investment Solutions
Ongoing
Expert Oversight
Investment Advisory
Bespoke portfolios, managed in line with your goals and risk preferences. I work with leading Discretionary Fund Managers and specialist investment houses.
Financial Planning
From retirement and pensions to legacy and intergenerational planning – I create and manage financial roadmaps designed to adapt to life’s complexities.
Family & Legacy Services
Support for private families, succession planning and family governance. I coordinate with legal, tax and trust professionals to deliver a joined-up solution.
Why CMM
“ Financial planning is not just about numbers – it’s about understanding what freedom, legacy, and purpose look like for you ”
Catherine Makin
Founder & Chartered Financial Planner
With over 20 years’ experience across wealth management, investments and financial planning, I brings a unique blend of technical expertise and human understanding to every client relationship.
Experience Unmatched Stewardship
I believe wealth should bring clarity, not complexity.
I believe wealth should bring clarity, not complexity. That’s why my clients value the consistency and proactivity of my service, knowing they have a trusted partner who is always one step ahead. They appreciate my commitment to transparency – clear reporting, straightforward communication, and no hidden agendas. My advice is thoughtful and forward-looking, rooted in deep expertise and tailored to each client’s evolving needs. Ultimately, I aim to provide more than just financial outcomes – I give my clients the confidence to make informed, empowered decisions about their wealth, their future, and their legacy.
Our services
Explore how I support clients in preserving, growing and passing on wealth with purpose.
What my clients are saying:
A Clearer Financial Future Starts Here
My mission is to help you make confident decisions – about your wealth, your future, and your legacy. I bring together insight, empathy, and experience to support you every step of the way.
Independent advice. Personalised strategies.
Your Wealth. Your Vision. Our Expertise.
At CMM Wealth Management, we see beyond the numbers. We take the time to understand what truly matters to you – your goals, your values, your vision for the future. Through bespoke advice and trusted relationships, we help you navigate complexity, seize opportunity, and shape a legacy that lasts.
Explore More
Planning paths & priorities
Your wealth journey is unique. Explore the areas where we bring added depth, clarity, and bespoke insight.
Family Travel
Guidance through complexity
Strategic Life Events
Navigating significant financial events – such as the sale of a business, receiving an inheritance, divorce, or relocation – requires more than technical expertise. It demands calm, coordinated planning and a clear understanding of how each decision fits within your wider financial picture.
At CMM Wealth Management, we work closely with you and your professional advisers to bring structure, clarity and foresight to these pivotal moments. Whether you need help re-structuring assets, planning for tax efficiency, or redefining goals after a major transition, we’re here with thoughtful, proactive support to help you move forward with confidence.
Sustainable Investing
Your investment strategy can do more than deliver returns – it can reflect your values and influence positive change. At CMM Wealth Management, we integrate environmental, social, and governance (ESG) considerations into our investment process for clients who want their capital to align with their convictions.
We offer access to curated ESG portfolios, impact-focused funds, and thematic opportunities without compromising on risk management or long-term growth. Whether you’re just beginning your sustainable investing journey or looking to refine an existing strategy, we’ll help you build a portfolio that performs with purpose.
REWILDING TRIPS
Values-based portfolios
Ready to Build a Strategy Around Your Life?
A reputation built on trust, expertise, and leadership
Catherine Makin, Founder of CMM Wealth Management, is a respected voice in the financial planning and investment industry. Over her 20-year career, she has held senior roles across globally recognised firms, contributed to professional standards, and been featured in industry publications.
