MDM Wealth - Rugby

Address: 7, MDM Wealth, Mitchell Court, Castle Mound Way, Rugby CV23 0UY, United Kingdom.
Phone: 1788711655.
Website: mdmwealth.co.uk
Specialties: Financial planner.
Other points of interest: Online appointments, On-site services, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Toilet, Free parking lot, On-site parking.
Opinions: This company has 13 reviews on Google My Business.
Average opinion: 5/5.

📌 Location of MDM Wealth

☎️1788711655

⏰ Open Hours of MDM Wealth

Monday: 9 AM–5 PM
Tuesday: 9 AM–5 PM
Wednesday: 9 AM–5 PM
Thursday: 9 AM–5 PM
Friday: 9 AM–5 PM
Saturday: Closed
Sunday: Closed

Discover MDM Wealth: Your Financial Compass

Located at 7, MDM Wealth, Mitchell Court, Castle Mound Way, Rugby CV23 0UY, United Kingdom, MDM Wealth stands out as a premier financial planning service. This reputable firm is easily accessible, boasting a wheelchair-accessible car park, wheelchair-accessible entrance, and facilities including a wheelchair-accessible toilet. For visitors' convenience, they offer free parking in their lot, ensuring that everyone can access their services without hassle.

Contact Information & Accessibility

- Phone: 1788711655
- Website: Visit their professional site at mdmwealth.co.uk for detailed information and to schedule an appointment online.
- Specialties: MDM Wealth specializes in financial planning, offering tailored advice to help clients meet their financial goals.

Services Offered

- Online Appointments: Convenience is key, with the option to book appointments online.
- On-site Services: For those who prefer face-to-face consultations, they offer services right at their premises.
- Comprehensive Financial Planning: With experts like Dan and the team, clients can expect professional, knowledgeable guidance.

Client Testimonials & Reputation

MDM Wealth has garnered a commendable reputation, with 13 reviews on Google My Business contributing to an impressive average rating of 5/5. Feedback highlights their professionalism, expertise, and the ability to help clients retire early and secure their financial future through regular reviews and adjustments to their plans. This speaks volumes about their commitment to client satisfaction and long-term success.

Additional Points of Interest

- For individuals with specific needs, MDM Wealth ensures a comfortable and accommodating environment, with services designed to be accessible to all.
- Their consideration for accessibility features, such as a wheelchair-accessible parking and restrooms, demonstrates a genuine commitment to inclusivity.

Why Choose MDM Wealth

If you're on the lookout for a reliable financial planner with a proven track record of success and client satisfaction, MDM Wealth is undoubtedly worth considering. Their ability to provide personalized financial guidance, supported by professional and knowledgeable staff, positions them as a trusted partner in your financial journey. Whether you're planning for retirement, saving for a significant purchase, or simply seeking to optimize your financial health, MDM Wealth's services could be the key to unlocking your financial potential.

Don't miss the opportunity to benefit from their expertise. Visit their website at mdmwealth.co.uk to learn more, schedule an online appointment, or call them directly at 1788711655 for a discussion tailored to your financial needs.

Choosing MDM Wealth means choosing a partner who values your satisfaction and is dedicated to helping you achieve your financial goals. Their commitment to excellence, combined with their accessible location and inclusive services, makes them a standout choice in the UK for financial planning services. Don't wait—take the first step towards financial security today.

👍 Reviews of MDM Wealth

Anne R.

5/5

I have been a client of MDM Wealth for a number of years and wouldn’t hesitate to recommend them. Dan and the team are professional, knowledgeable and experts in their field. With their support I have been able to retire early and set out a solid financial plan which we continue to ensure remains on track and meets my objectives through our regular reviews.

Simon P.

5/5

A family business we have used for decades, that outshines other companies by offering friendly, honest, professional advice that has secured our families financial future. I would have no hesitation in recommending them to you as we have to many others in the past.

Catherine W.

5/5

I cannot recommend Dan at MDM Wealth highly enough. I do not hesitate in suggesting his company to anyone, as he has an abundance of knowledge on so many aspects of financial planning. He has been extremely supportive and patient in understanding my expectations and needs in the last 6 years plus. Upon the death of my husband (who had always managed our finances previously, hence I was left feeling anxious about the topic) Dan has provided great advice and guidance on best routes forward both in the short and long term. As a result I feel confident and reassured that my financial assets are being suitably invested safely and successfully. Thanks go to Daniel who is the best example of the importance of having a financial advisor upon the death of a loved one.

Gary A.

5/5

I would highly recommend Daniel and Matthew at MDM wealth along with all the team. There knowledge and expertise are second to none. They are very informative on many a financial subjects. They put me and my wife at ease when transferring my pension and the whole transfer was completed with no problems. They are always willing to help and are always on the end of the phone when you want them. If I could give them more than 5 stars I would.

Gary S.

5/5

I have been working with the Directors of MDM Wealth for some 5 years now.

Initially they helped to consolidate a number of Pension Funds I had, in various schemes, into one investment vehicle. What I liked about this process was that where it was better to leave a Pension Scheme in place with the current company they advised I did that, everything was very transparent and decisions based on fact.

They have also educated me in the ways that pensions, lump sums and drawn down all work. I am now far more equipped to build my own forecast tools so I can personally keep track of my position and therefore the responsibility of where I am at rests with me, as it should.

Currently I am engaging on an annual basis with MDM Wealth so we can do a Health Check of where I am going together.

They use the power of technology to model funds and prediction, factoring in all sorts of event, the current Covid19 issues being a good example, showing me where I am tracking.

MDM Wealth work with me in a partnership which I find very reassuring.

I take personal responsibility for my Pension Position however we all need the expert to guide us and MDM Wealth do exactly that.

I have no hesitation in recommending that you talk to MDM Wealth if you are looking for a Pensions Investment Partner.

David H.

5/5

I was thinking of retiring but was not sure if it was viable. Over a lifetime of working I had accumulated a number of final salary & personal pensions. MDM listened to our goals and aspirations and completed a review of my pensions. Having completed this assessment they recommended that I was in a position to retire if I wanted to. They handled the consolidation of my pensions making it simple and and easily understandable. I retired in October 2020 and MDM have maintained regular contact to ensure that the plans remain up to date. I have been really pleased with the professional and inclusive service they have provided. So pleased they are now starting the same process with my wife's retirement planning.

Sue C.

5/5

I went to MDM Wealth about six years ago after changing jobs looking for advice on my pensions and modest savings as I don't know anything about either. Definitely a good decision as Matthew and Dan have given me brilliant advice and my pensions and savings have shown fantastic growth. I am now in a position to retire - years earlier than I ever thought possible.

Andy F.

5/5

I was looking to transfer my pension pot from a company pension with a view to retire early after a few years. MDM Wealth were recommended by a friend who has used their services for a number of years. The advice offered and ongoing management is superb. I feel I get a very personal service which is delivered in an extremely simple fashion.