Find an Independent or Restricted Financial Adviser

I provide, unbiased, whole of market, independent financial planning and investment management services to clients who value a long-term relationship.

Kathryn Jumabhoy has been providing financial advice for over 12 years. She provides broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Chartered Financial Planner and Fellow of the Personal Finance Society

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Whatever your financial goals, whether personal or business, with our expert advice and specialist resources, we give you the confidence and security to make the right choices. And as your circumstances change, we’ll be on hand to ensure your plan evolves

Guiding your financial journey with clarity and confidence. CMM Wealth Management offers tailored, independent advice designed to support individuals, families, and business owners through every stage of their financial journey.

We provide a free update & advice service to help you understand your plans.

We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.

Professional Adviser Awards - Winners 2023 & 2022 NatWest Local Hero Mortgage Awards 2019 - Best Firm, Scotland Finance Awards 2018 - Independent Financial Advisors of the Year - Scotland

Wealth management built around you - from one of the world's strongest banks.