FAQs

Whether this is your first time taking financial advice or you’re seeking a new adviser, you’re bound to have some questions about our service and advice.

We have answered some of our most commonly asked questions below.

You are welcome to our office in Rugby, Warwickshire. You can find the full address on our contact page. Alternatively, we can also come to your home, office or anywhere that is mutually convenient and appropriate.

Yes, we have plenty of free parking available at our offices.

Absolutely not. The initial meeting is simply a chance for us to get to know each other and establish whether we can help you. It’s also an opportunity for you to understand more about the services we offer. Conversation costs nothing!

Our initial meeting is a chance for you to learn more about us and our services; in turn, it’s a chance for us to get to know you and your goals. We want to ensure we can add value to you and your situation. If we feel we are not the right firm for you, we will wish you well; there is no obligation to become a client. Even if we are a good fit, there is still no obligation to sign up immediately.

You will find our full contact details on our contact page. You can also complete a contact form and a member of our team will get in touch with you.

We are indeed. That means we have an obligation to you; not a particular financial provider. We work in your best interests and select the financial products that will best help you to achieve your goals.

Yes. We are regulated by the Financial Conduct Authority (FCA). You can find our entry on their register here.

If your Financial Adviser is away, there will always be another team member available to answer any questions you may have. You can contact the office at any time on 01788 711655 or hello@mdmwealth.co.uk.

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

Partner with reliable
and experienced advisers

Enter your details & we'll be in touch to
discuss your goals.

Alternatively, contact us directly using the details
below and speak to a member of the team.

01788 711655 hello@mdmwealth.co.uk

You voluntarily choose to provide personal details to us via this website. Personal information will be treated as such by us and held in accordance with the appropriate date protection requirements. You agree that such a personal information may be used to provide you with details of services and products in writing, by email or by telephone.

    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 2024. MDM Wealth. All rights reserved.