MLM Wealth Management Ltd

Independent Financial Adviser  16 Carron Street, Morayshire, IV12 5SJ
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FCA authorised
Last authorised 1st March 2021
With 15 years Financial Planning Experience. Always placing client needs first has led to a well served, satisfied client base.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Building your home
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Buy my next home
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Buy to let
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
Meet our advisers
MR Malcolm Macleman BA (Hons) APFS
Chartered Financial Advisor
About us

I have been self employed since July 2013, but have been a financial advisor since 2002. I have extensive experience in providing advice around all sorts of Investment products, Life and Illness Insurance, Pensions and Mortgages.

Our services

Investment advice, inheritance tax planning and pensions.
I am a pension transfer specialist, and can advise on the suitability of final salary pension transfers.
I have my Personal Tax and Trust Planning qualification through the CII, and extensive experience of placing investments into trust where required. This enables me to advise on more complex issues around tax and trust planning, allowing my clients to pass more wealth to family and beneficiaries, and not the tax man.

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£125,000
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

16 Carron Street, Nairn, Morayshire, IV12 5SJ

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