Your life, your wealth, our expertise.

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Bogdan Zutic 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Been a client for many years and have always been pleased with the honest financial advice/plan provided by MDM consequently am enjoying my retirement with a piece of mind. Happy to recommend Dan and his team.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Mark Reid 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I have been a client of MDM Wealth since the business was started. They have provided me with a sound financial plan which has performed well and enables me to enjoy my retirement to the full. Advice they provide has always been clear and unbiased. I would highly recommend Dan and his team.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Brian Tustin 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We had money to invest and MDM Wealth were highly recommended by a friend of mine who had invested money using them.
The initial investment process takes you through a very thorough financial risk assessment at the end of which it is up to you to decide what to do with your money, appropriate for your needs, based on the advice given by Dan.
We have an annual review with Dan and are extremely happy with the returns on our investments.
We would highly recommend MDM Wealth and have already introduced two of our friends to them.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Peter Smith 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
With our health not getting any better it was so important we had good pension advice from a trusted source. We can't praise Dan and the team enough at MDM, simple straightforward advice so we knew exactly what our position was, where it could be, and if certain things happened what that would that mean today.
If you have ever thought about financial advice and whether it was for you, trust me, it will be.  To sit and talk through what you think you know and then come away knowing exactly what you need to do now and in future is amazing. The peace and calm in knowing how your finances look I can't recommend enough. It may not look good at any point in time but having a plan to enhance your position and know what the next steps are, brilliant.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Spencer Goodyer 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
I first contacted Dan and his team as I wanted to take early retirement. Dan explained and assisted me with my options regarding private pensions, savings and investments. As Dan is very knowledgeable he made it very easy for me to make informed decisions. I have peace of mind that my financial affairs are in place and I have a regular income. Dan and I have annual planning meetings to discuss my options going forward and if my financial goals are on track. I find this very beneficial as circumstances can change. I am very happy with the service Dan and his team are providing and would not hesitate to recommend MDM Wealth to friends and family.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Glenys Shuttleworth 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
My husband and I have been with MDM formally FDS since 2012 they were recommended by a family member we needed advice on pensions and they sorted it all out for us. We have been more than satisfied with their professionalism and how things are explained clearly in our annual reviews we would have no hesitation in recommending MDM to friends, family or anyone.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Raymond Lau 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We initially sort out a financial advisor to help manage our existing pension arrangements and investments to provide tailored advice.  Having worked with Dan for over 4 years now, we can honestly say his advice has been invaluable in helping us give clarity to our investment and future income planning decisions. Plus, MDM have also managed to achieve a healthy increase in our portfolio value. We have no hesitation in recommending Dan and MDM to help manage your investments and future needs.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Nadine Allcock 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
MDM Wealth have been our financial advisors since 2016. During that time they have given us excellent support and advice regarding our savings and investments.  We would not hesitate to recommend them.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Pamela Deamon 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Our annual review was as always well organised by Lloyd. The review, given by Dan, was insightful and well explained with a lack of jargon. I can thoroughly recommend MDM.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Michael Deamon 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
We needed Dan’s help to manage our finances. Our meetings have always been helpful and positive leading to rewarding investments.
Dan is friendly and highly professional.
I have no hesitation in recommending MDM wealth for anyone who needs financial guidance.