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?
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.”
Matthew has been our financial adviser for over 20 years.
During that time, he has always been responsive to our requests and proactive in identifying opportunities for us. He listens to our thoughts and has taken the time to get to know us as a family and guide us through the complex world of financial investment.
Through his support and expertise, he has enabled us to plan for our current needs and the future. Matthew has shown his integrity and professionalism over the many years I have known him.
I have no hesitation in recommending Matthew and have introduced him to numerous friends.
Having recently retired, I have found Matthew’s professional advice extremely useful
It helped me make key decisions regarding my financial planning for the future.
I would recommend his services.
Matt listened and helped us make the challenge of securing our financial future feel comfortable.
He worked around our vision of the future and our risk profiles, and made it feel very personal to us both.
Matt is friendly, open, honest, professional. He has knowledge, experience and enthusiasm in helping people with their financial design and planning for the future.
I have no hesitation at all in recommending Matt to anybody seeking financial advice.
Matthew Martin has been my family's financial adviser for many years.
He is extremely knowledgeable, professional and trustworthy. As a result of his diligence and sound advice, our finances are in extremely good shape.
Matthew is a true expert in his field and, as such, I would have no hesitation whatsoever in recommending his services.
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 have used Matthew Martin for all of my personal finance planning for some years now.
I have always been very happy with the quality and integrity of his advice.
I wouldn't hesitate to recommend him.
Matthew has sorted out our pensions and investments and we are more than pleased with the results.
His professionalism and knowledge of the financial industry impressed me, and I have no qualms in recommending him to anyone.
We have annual reviews with Matthew when we go through how our investments have done. Everything to date has been satisfactory.
Matthew provides solid, open and honest financial advice.
I have always found him to be knowledgeable about the options available, including providing a risk-based view. If I have more detailed questions, Matthew usually knows the answers; if not, he will find out and reply promptly.
Great service and an approachable manner make for a first-class service all round.
If I have more detailed questions, Matthew usually knows the answers; if not, he will find out and reply promptly.
Great service and an approachable manner make for a first-class service all round.
Matt is easy to work with and explains things in a way that I fully understand.
As well as setting up my pension, Matt has also assisted me with my life and critical illness policy.
I would have no hesitation in recommending Matt.
Matthew explained everything clearly.
I now have a financial vehicle available to take advantage of pension drawdown should I need it. It was important to me that I laid the foundations for the next phase of my life; I feel this has been done.
MDM Wealth look to forge long term, lifetime relationships with their clients. To me this is very important.
I now have someone who will assist and direct me in the right direction. Every box was ticked for me.
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.
Matthews approach is very friendly and professional; he always has my interest at heart.
He explains the complexities of finance in a manner that befits my somewhat limited financial awareness.
If you are considering future investments, then he is just the man to explain how it all works and make you feel secure.
He is always there if I need to review my investments and has always been readily available to meet if I feel the need.
Matthew was exceedingly helpful and took plenty of time to explain options and opportunities.
He also appeared very adept at dealing with the bureaucracy of several financial companies.
All in all, great service and an excellent result. I would have no hesitation in recommending him to any of my friends.
We have found Mathew Martin to have always had our best interests at heart.
At times his advice has changed our original intentions, and months or years later proved to have been for the best. His approach has never been "in your face" and always fitted into our requirements regarding appointment times.
We have recommended Mathew to several of our friends and business associates. We have full confidence in Mathew, his service and his advice.
What our clients say
Meet the team
We’re a family-run financial planning firm offering independent advice to people across the West Midlands.
Matthew and Daniel Martin are father and son. With MDM you get the best of both worlds: Matthew’s years of carefully-honed experience and knowledge, combined with Dan’s fresh approach and knowledge. What’s more, our two advisers don’t work in isolation; they are assisted by our dedicated support team.
Client Stories
Tue April 2022 | Posted in News
10 outstanding walks to enjoy during May to celebrate National Walking Month
May is National Walking Month and, as the weather starts to improve, it’s the perfect time to plan a hike in some of the UK’s most beautiful locations. National Walking Month aims to encourage people to walk more every day. It can help improve your mental and physical wellbeing, as well as reducing your carbon
Tue April 2022 | Posted in News 3 interesting pieces of data that show why you shouldn’t panic during market volatility Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start of the Covid-19 pandemic, markets fell sharply, and investors continued to experience volatility as the situation and restrictions changed. Just as things were slowly getting
Tue April 2022 | Posted in News 3 interesting pieces of data that show why you shouldn’t panic during market volatility Over the last two years, investors have experienced a lot of volatility. If you’ve been tempted to change long-term plans, data can highlight why you shouldn’t panic. At the start of the Covid-19 pandemic, markets fell sharply, and investors continued to experience volatility as the situation and restrictions changed. Just as things were slowly getting
01788 711655
hello@mdmwealth.co.uk
Production