MM Financial Management Ltd

Restricted - Whole of Market  Meadowbank, Norwich, Norfolk, NR15 2SU
First meeting at adviser's own cost
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
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021
Meet our advisers
MR Miles Moseley BSc(Eng) CFP Chartered MCSI
Chartered Wealth Manager & Pension Transfer Specialist

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification is a specialist qualification which demonstrates a knowledge and understanding of Financial Markets, Portfolio Construction Theory and Applied Wealth Management.

An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an CISI assessment, ongoing educational activity (continuous professional development) and ethical behaviour.

Accreditations
Certified Financial Planner
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.

Where to find us
Head office address: Meadowbank, Mill Lane, Hardwick, Norwich, Norfolk, NR1 3DY
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 26th July 2021

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