Your life, your wealth, our expertise.

Comprehensive financial advice, allowing you to confidently enjoy today, and tomorrow.

Welcome To MDM Wealth

We’re a family-run financial planning firm based in Rugby, Warwickshire, helping people across the surrounding areas and throughout the UK.

Our lead planner, Dan, is both a Chartered and Certified financial planner, supported by a highly qualified team that brings together experience and fresh perspective.

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 secure, 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.

Meet the team

We’re a family-run financial planning firm based in Rugby, Warwickshire, offering independent financial advice to people across the surrounding areas and throughout the UK.

With MDM Wealth, you receive Dan’s fresh approach and knowledge. What’s more, our planners don’t work in isolation; they are assisted by a dedicated support team.

Managing Director, Certified & Chartered Financial Planner Daniel Martin
Director & Co-founder Matthew Martin
Accounts Manager Amanda Martin
Associate Adviser Lewis Hearne
Client Services
Administrator Julie Sword
Paraplanner Lloyd Maunder

Our services

The areas we specialise in, and how we can help you, include:

Financial planning

Financial planning

Investment planning

Investment planning

Retirement planning

Retirement planning

Protection planning

Protection planning

Estate & legacy planning

Estate & legacy planning

More about our services

Anne

"With the right plan in place, I felt confident retiring earlier than expected"
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Nick and Carol

"Seeing our future clearly laid out gives us real reassurance we're on track"
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Trevor and Laura

"Making sense of our finances has given us confidence about what comes next"
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Rob and Jane

"The best advice we received was to stop worrying and start enjoying life."
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What our clients say

Read our VouchedFor reviews

Wed July 2026 | Posted in News 5 fantastic reasons to make volunteering part of your retirement plan You might have spent years working, saving, and investing to build the wealth you and your family need for a comfortable and enjoyable future. Of course, having your finances in order is crucial if you want to ensure you don’t run out of money in later life and can maintain your independence throughout retirement. However,
Read More Wed July 2026 | Posted in News How a cashflow model could provide clarity about your retirement income Having a reliable income in retirement could give you the freedom to create a lifestyle you enjoy and achieve those bucket-list goals you’ve dreamed about for years. In a 2023 survey by Legal & General, 94% of UK adults said their most important retirement dream is to feel financially secure for the rest of their
Read More

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    MDM Wealth 7 Mitchell Court
    Castle Mound Way
    Rugby
    Warwickshire
    CV23 0UY

    MDM Wealth Ltd is authorised and regulated by the Financial Conduct Authority. You can find MDM Wealth Ltd on the FCA register by clicking here. Our Firm Registration Number is 823733. Registered in England & Wales. Company number: 11405039. Registered Office: 7 Mitchell Court, Castle Mound Way, Rugby, Warwickshire, CV23 0UY

    The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax, Inheritance Tax or estate planning.

    Copyright 2026. MDM Wealth. All rights reserved.
    MDM Wealth
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