About you

Whether you’re planning for retirement, hoping to retire soon or already retired, each stage of life presents its own unique challenges. To name a few, you might be considering:

  • The value of your pensions, savings and investments
  • Whether you can afford to retire early
  • Whether you’re spending and saving in a way that is sustainable
  • How to make the most of your wealth in retirement
  • Whether you can leave a financial legacy behind for your loved ones

You’re seeking guidance; someone who can answer your questions and show you the best way to achieve all the things you want to.

No matter the stage of life you’re at, we do exactly that.

We work with people across Warwickshire and the West Midlands. Many clients live local to our offices in Rugby, but we are happy to come to your home or office for meetings.

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 an 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?

What our clients say

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!
Paula ,

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.
Andy,

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.
Gary,

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.
Mick,

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.”
Richard, Technical Project Manager at ZF Group, Tamworth, a client since 2017

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.
Darren, Sales Manager, Birmingham, a client since 2019

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.
Keith, Quality Inspector, Solihull, a client since 2019

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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.

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