MM Wealth Ltd
Reference number: 148496
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Authorised by the FCA
This firm is on the FCA register and authorised to carry out regulated activities.
Website, phone number and address
Compare these against whatever you were given. Scammers clone real firm names and reference numbers but use their own phone number and website, so a detail that does not match the register is the clearest warning sign there is.
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Phone number
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Address
M M Wealth Ltd, Unit 1, Wellbrook Court, Girton, Cambridge, Cambridgeshire, CB3 0NA, United Kingdom
In the full report: 3 background checks
- When mmwealth.co.uk first appeared online, and whether it can receive email
- What kind of line 01223 233331 is
- Who else gives the postcode CB3 0NA
Other names (11)
If you were contacted under any of these names, it is this firm.
- MMWM Trading name: A name it trades under now.
- CKL Financial Planning Ltd Former name: A name it was registered under before.
- Mike Malster & Company Ltd Former name: A name it was registered under before.
- Money Matters (Cambridge) Limited Former name: A name it was registered under before.
- Money Matters Wealth Management Limited Former name: A name it was registered under before.
- MMCB Former trading name: A name it used to trade under.
- MMFP Former trading name: A name it used to trade under.
- Money Matters Former trading name: A name it used to trade under.
- Money Matters Corporate Benefits Former trading name: A name it used to trade under.
- Money Matters Financial Planning Former trading name: A name it used to trade under.
- Money Matters Wealth Management Former trading name: A name it used to trade under.
FCA permissions and consumer protection
- Hold or safeguard your money · Manage or trade investments FSCS may applyEligible investment and pension claims are typically FSCS-protected up to £85,000 per person, depending on the product and your circumstances.
- Give regulated advice FSCS may applyA claim for unsuitable advice is itself FSCS-protected, up to the limit that applies to the product you were advised on.
- Complaints Ombudsman, freeYou can refer a complaint about this firm to the Financial Ombudsman Service for free, whichever activity it relates to.
Show FCA detail (8 permissions)
- Advising on investments (except on Pension Transfers and Pension Opt Outs)
- Advising on P2P agreements
- Advising on Pension Transfers and Pension Opt Outs
- Arranging (bringing about) deals in investments
- Arranging safeguarding and administration of assets
- Dealing in investments as agent
- Making arrangements with a view to transactions in investments
- Managing investments
Limits on what they may do
- This firm may handle your money in passing but must not hold it, so payments should go to the product provider, never to a personal account.
FCA disciplinary action and complaints
No FCA disciplinary action.
The Financial Ombudsman Service only publishes complaint figures for firms with 30 or more new complaints in six months, so there are none here for this firm.
Companies House record
The company behind the firm: its status, age, registered office and directors.
- Company number
- 01454074 (opens Companies House in a new tab)
- Company status
- Active
- Company type
- Private limited company
- Incorporated
- 15 October 1979 (47 years old)
- Registered office
- Unit 1 Wellbrook Court, Girton, Cambridge, CB3 0NA, United Kingdom
- Nature of business
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- Other business support service activities not elsewhere classified (SIC 82990)
Directors and company secretaries
| Name | Role | Born | Appointed | Other companies |
|---|---|---|---|---|
| David Anthony Jones | Director | Apr 1953 | 3 Dec 2003 | 6 other companies |
| Adrian Francis John Atkinson | Director | May 1968 | 28 Mar 2008 | 10 other companies |
| Rajwinder Singh Basra | Director | Mar 1977 | 29 Oct 2012 | 7 other companies |
| Marc Fuller | Director | Jul 1983 | 1 Feb 2018 | None |
| Christina Stephanie Heslop | Director | Apr 1982 | 31 Jan 2023 | None |
| Ian Charles Palfreyman | Director | Apr 1967 | 31 Jan 2023 | 1 other company |
| Christina Stephanie Heslop | Secretary | Not published | 31 Jan 2023 | – |
Other companies run by these 6 directors
A firm is run by people, and their other companies are their track record: what they built, what closed, and anything that failed. It is the check most people never think to make.
- other companies
- 20
- closed down
- 10
- went insolvent
- 1
In the full report: all 20 companies, named
- What each company does, and whether it is still trading
- Which of these 6 directors sit on each board, and since when
- The one that went into liquidation or administration
- The 3 on the FCA register
- The 4 companies these 6 directors run together
- All 14 people who have ever been directors, with their dates
Filed accounts and finances
Turnover
£6.82m
+15% from £5.94m
Profit before tax
£3.07m
+19% from £2.58m
Net assets
£3.53m
+9.1% from £3.24m
Cash at bank
£1.17m
−1.5% from £1.19m
Turnover and profit
In the full report: all 7 years of accounts
- Every year from 2020 to 2025
- Both charts, over every year
- Every filed figure, year by year
About these figures
- Turnover
- Money taken from sales in the year, before any costs.
- Profit before tax
- What was left after the year’s costs, before corporation tax. A minus figure is a loss.
- Net assets, or total equity
- Everything the company owns minus everything it owes. A minus figure means it owes more than it owns.
- Total assets and total liabilities
- Everything the company owns, and everything it owes, on the last day of the year. The gap between them is its net assets.
- Cash at bank
- Money in the company’s accounts on the last day of the year.
- Owed within a year, owed after a year
- Debts and bills due in the next twelve months, and those due later.
Accounts filed at Companies House for company 01454074. Every figure is as filed, apart from total assets and total liabilities, which are added up from filed figures. Nothing is estimated.
Key dates in its history
MM Wealth’s history from the FCA register and Companies House, newest first.
2023
13 July 2023
- Mm Wealth (Group) Ltd gave up control
- Mm Wealth Group Holdings Ltd took control (75–100% of shares)
Companies House
2016
25 October 2016
- Changed its registered name from "Money Matters Wealth Management Limited"
FCA register
4 October 2016
- Mm Wealth (Group) Ltd took control (75–100% of shares)
Companies House
2013
1 April 2013
- Regulated by the FCA from this date
FCA register
2011
26 January 2011
- Changed its registered name from "Money Matters (Cambridge) Limited"
FCA register
2008
3 July 2008
- FCA imposed a requirement (May control but not hold client money & Assets)
FCA register
2004
23 February 2004
- Changed its registered name from "Mike Malster & Company Ltd"
FCA register
2001
1 December 2001
- Regulated by the Financial Services Authority from this date
- Became authorised by the FCA
FCA register
1997
4 July 1997
- Changed its registered name from "CKL Financial Planning Ltd"
FCA register
1994
17 October 1994
- Regulated by the Personal Investment Authority from this date
FCA register
1979
15 October 1979
- Incorporated at Companies House
Companies House
In the full report: all 47 events
- All 47 events in its history (13 shown here)
- Every director appointment and resignation: 17
Firms connected to MM Wealth
Other FCA-listed firms that share a director, phone number or address with MM Wealth. A link shows who the firm is tied to, not whether either can be trusted.
- connected firms
- 3
- share a director
- 2
- share its postcode
- 1
In the full report: all 3 connected firms, named
- How each is linked: shared directors (2), the same postcode (1)
- Who links each one: the named directors, with dates
- 1 past link through former directors
Firms like MM Wealth
Other firms of the same type (investment or fund manager), nearest first.
In Cambridge
Firms are listed by type and location, best known first. Being listed is not a recommendation: check any firm before you deal with it.
Get the full report on MM Wealth
Everything on this page, plus everything locked above, in one dated PDF you can keep, file or send on.
- 20 other companies its directors have run, named
- 3 background checks on its contact details
- 7 years of accounts, charted
- All 47 events in its history
- 3 connected firms, named, and who links them
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Frequently asked questions about this firm
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Sources and links
- Its entry on the FCA register register.fca.org.uk
- Its Companies House record gov.uk
- Check your FSCS cover fscs.org.uk
- Complaints the Financial Ombudsman Service can help with financial-ombudsman.org.uk
- Report a scam to the FCA fca.org.uk