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  11. MM Financial Management Ltd

MM Financial Management Ltd

Restricted - Whole of Market  Meadowbank, Norwich, NR15 2SU
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FCA authorised
Last authorised 17th January 2022
Chartered Wealth Management. 30 Years' Tax-efficient Investment & Retirement Solutions.
We can advise you on
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Annuity purchase
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Pension consolidation
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Pension drawdown
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Pensions & retirement planning
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Pensions review
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Wealth management
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
Meet our advisers
MR Miles Moseley BSc(Eng) CFP Chartered MCSI
Chartered Wealth Manager & Pension Transfer Specialist
About us

Miles Moseley set up the firm in 1990 to cater for a small number of clients who wanted individual and personal investment and retirement solutions, an aim which is still being achieved after nearly 30 years. Miles now looks after the financial affairs of around 50 clients.

Our services

As a small practice we offer a highly personal service and we aim to develop a long-term working relationship with clients. Most of our clients have been introduced to us by their accountants or solicitors, and we receive many referrals from our existing clients. We are accustomed to working closely with our clients' other professional advisers.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face

Meadowbank, Mill Lane, Hardwick, Norwich, NR1 3DY

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