Linda’s husband had recently passed away. Linda was left to decide what to do with the family farm, whilst navigating the inheritance. At this difficult time, she needed advice on what to do.
Welcome To MDM Wealth
We’re a family-run financial planning firm offering independent financial advice to people across the West Midlands and surrounding areas.
Our goal is simple; to help you achieve your definition of financial freedom. We’ll show you your financial reality and give you the confidence to enjoy life; safe in the knowledge that your future is in good hands, without fear of running out of money.
Who We Work With
Planning for retirement?
Starting retirement planning sooner rather than later gives you the ultimate advantage: time. Time to analyse and adjust your situation so that, when the time is right to retire, you can do so with financial confidence.
Want to retire now?
Perhaps your job is no longer enjoyable; perhaps you’re simply ready to enjoy the freedom of life beyond work. If you’re at retirement age or considering early retirement, now is the time to put a plan in place.
Are you already retired?
It’s important to understand your financial reality in retirement. If you’re seeking a sustainable strategy that helps you to enjoy retirement to the full and leave a legacy behind, you’re in the right place.
Do you have a family?
Are you a busy professional?
Daniel takes time to present the financial details in a clear and simple manner and ensures that the client understands what is being shown to them.
I can’t recommend highly enough!
Dan was extremely helpful. His straight forward and easy to understand advice allowed me to make clear choices.
Dan is not only proactive in his approach but is also very personable and makes us feel very relaxed when discussing what could be a very stressful and confusing topic. The advice given is definitely tailored to our precise circumstances, Dan got to understand us and our needs very early on in the process.
Daniel has helped me understand the mechanics of pension planning and funding of my retirement years in simple to understand, jargon free advice.
He has been a great sounding board listening to my opinion and concerns and he puts me right where I am going wrong.Daniel has taken over our business seamlessly from his Father at MDM
and continues to offer us a friendly, professional, personal, positive and a comfortable environment to manage our current and future financial needs and aspirations, inline with reality.I was really struggling to get my head around how to maximise my future financial security.
The advice provided was pitched at the right level for me to make an informed decision on my options and I look forward to meeting Matthew at review time.
I fully recommend him to others looking for professionally delivered financial guidance.”
I was at a stage where I knew my pension needed a top up, but I didn’t know where to start.
I needed to understand its current value and how much extra I would need to contribute to have sufficient funds to retire on. Following one consultation with Dan I felt confident in progressing my pension review with him.
Dan collated my retirement expectations and supplied a realistic manageable plan. He provides a professional and thorough service in a relaxed atmosphere. He walked me through my options, explaining the pension jargon every step of the way. I would recommend him to anyone.
I decided to transfer my company pension that I’d been a member of for 36 years.
I wanted the freedom and flexibility to control my own pension payments and also consideration for my children to be left with the remainder in the future.
The process of transferring out was daunting to me, but a colleague recommended Dan Martin. He had also used Dan as his financial adviser and was extremely happy with the service.
After being advised by Dan and having the whole process explained to me in a completely unbiased manner, with only my financial wellbeing as the upmost concern, I decided to make the pension transfer. At every step of the process I was advised and kept very well informed. The service and expertise that Dan gave me was very reassuring. I look forward with assurance to Dan’s continuing financial Advice in the future.
What our clients say
Meet the team
We’re a family-run financial planning firm offering independent advice to people across the West Midlands.
With MDM you receive Dan’s fresh approach and knowledge. What’s more, our advisers don’t work in isolation; they are assisted by a dedicated support team.
Client Stories
Mon December 2024 | Posted in News
Guide: 5 key financial planning steps to consider during a divorce
Going through a divorce can be incredibly emotionally challenging, but it may also represent the beginning of a new phase of your life. When starting a new chapter, it’s important to consider your financial plan, review your goals, and prepare for any challenges you might face in the future. This could be especially true during
Wed October 2024 | Posted in News Your Autumn Budget update – the key news from the chancellor’s statement Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as “a Budget to
Wed October 2024 | Posted in News Your Autumn Budget update – the key news from the chancellor’s statement Almost four months after Labour won the general election, chancellor Rachel Reeves has delivered her 2024 Autumn Budget, outlining the government’s plans for this tax year and beyond. Arguing that the July general election had given Labour a “mandate to restore stability and start a decade of renewal”, Reeves described it as “a Budget to
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