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.
About MDM Wealth
Yes. MDM Wealth provides independent financial advice, meaning our recommendations are based on what we believe is right for you and your circumstances.
Yes. You can choose to meet with us face-to-face or via video call, depending on what works best for you.
Face-to-face meetings are usually held at our offices in Rugby (CV23 0UY). If necessary, we can also meet at your home, place of work or another agreed location.
Yes. Free parking is available at our Rugby office (CV23 0UY).
MDM Wealth has been providing financial advice for seven years, while our experience across the previous business brings our total experience to 26 years.
We’re based in Rugby, Warwickshire, but work with clients across the UK. Many clients are based locally, while others work with us remotely from further afield.
Our lead financial planner, Dan, is both Chartered and Certified. He is supported by a young, highly qualified team who share a strong commitment to professional standards.
Yes. We have client reviews and testimonials available on our website, allowing you to hear directly from people we work with.
Our FCA registration number is 823733. You can view our profile on the FCA register here, or by searching our FCA registration number.
We work with clients across Rugby, Coventry, Leamington Spa, Kenilworth and Warwick, as well as towns and villages across Leicestershire and Northamptonshire. We also work remotely with clients based further afield, including London, Oxford and Scotland.
Working together
You can book an initial meeting by calling our office on 01788 711655, emailing hello@mdmwealth.co.uk or using the contact form on our website.
No. Your initial meeting is free. It allows us to understand what you’re looking to achieve and for
01788 711655
hello@mdmwealth.co.uk
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