Your MDM Wealth Team update & Christmas and New Year Operating Times

As we finish off this year, we wanted to send you an update to remind you that we’re here if you need us.

A warm welcome to our new team members

It has been a busy quarter here at MDM Wealth, as we welcome two new team members to our MDM Wealth family, Cheryl and Lewis.

Cheryl McGuire

Cheryl joins MDM Wealth as a Trainee Paraplanner from another Warwickshire based financial planning firm.

As a paraplanner, Cheryl will be helping our advisers to create, build and implement our client’s financial plans, as well as providing support for Matt and Dan in areas such as tax, legislation and products.

Cheryl commented: “I’m feeling very lucky to have found the exact job I was looking for, especially during lockdown. I am looking forward to working in a post-COVID world and meeting our clients face to face”.

Lewis Hearne

Lewis joins us from Coventry Building Society, after serving there for the past 7 years, from his first job role straight out of school.

As our Client Services Administrator, Lewis will be ensuring that our client records are up to date and your requests are processed and dealt with in a timely and professional manner. Lewis will also most likely be the first to answer our main office phone and send you an email for your Annual Planning & Review Meeting.

Lewis commented: “I am happy to have joined MDM Wealth and very grateful for the opportunity to start the next part of my career journey here. It is great to work for a company with values like MDM”.

Christmas and New Year Opening Times

Here are our opening times:

Our normal office hours will recommence on Monday 4th January 2021 at 9am.

Should you require us urgently during the holiday period, please do leave us an email or voicemail message as these will be monitored.

Read more

Your Autumn Budget update, and what it means for you Posted on: 26/Nov/2025 How a cashflow model can turn retirement anxiety into excitement Posted on: 09/Oct/2025 The Japanese wellbeing concepts that could improve your life Posted on: 09/Oct/2025

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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