Nick and Carol

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

Nick and Carol

What are your names and how long have you been clients of MDM Wealth?

Carol

Hi, my name is Carol, this is my husband, Nick. We’ve been clients of MDM Wealth since its inception, and we were previously clients of one of the founders of the company. At the moment, Daniel is our financial planning adviser.

Why did you get in touch with MDM Wealth?

Nick

We first realised that we needed financial advice when rumours were going around the office about large sums of money being offered to transfer out of the company pension scheme. I thought there might be a chance that I could retire early, and I wanted to explore that further.

How did you find MDM Wealth?

Carol

I found Matthew Martin on VouchedFor and gave him a call.

Why did you choose to work with MDM Wealth?

Nick

Matthew always kept us informed that he was starting a new company with his son, and it just felt like a natural progression for us to move with him and his son into MDM Wealth, and we’ve never looked back.

What three words would you use to describe MDM Wealth?

Carol

When thinking about MDM Wealth, I would describe them as very calming and nothing seems to faze them. Daniel is just a really comfortable guy to talk to. And reassuring, because every meeting that we had with them, I feel reassured.

What’s the best thing about working with MDM Wealth?

Nick

I think over the years, we’ve valued the advice that MDM Wealth has given us, but at our annual meeting they use tools to present information in a way that’s easily understood, which gives us reassurance that we’re on track with our plans for the future.

How do you feel about your financial future due to working with MDM Wealth?

Carol

When I think about the future of our finances, I feel really comfortable about it. They use a lot of graphs, and seeing it visually really helps me. I feel comfortable that they won’t let us make any daft decisions about our money. I feel they’re a guiding presence behind us, and they answer our questions really well. I feel really secure with our financial future at the moment.

What’s the best piece of advice MDM Wealth has ever given you?

Nick

Working with MDM Wealth, the best piece of advice they’ve given me wasn’t advice; it was questions they asked me. Hard questions that you don’t ask yourself, like, “what kind of retirement would you like to have?” and “how much money do you think you’ll need in the future?” It just stops you in your tracks, because you’re focused on the ones and the zeros and all that. It really brings life into the equation, which is really helpful in deciding when you’re planning for the future.

Would you recommend MDM Wealth to others, and why?

Carol

I would definitely recommend MDM Wealth, their manner and the way that they treat their clients is just so comfortable. I would never have any hesitation in saying, “yeah, go and see them, they will help you.”

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

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