Daniel Martin
- 📍
- 7 Mitchell Court, Rugby, Warwickshire, CV23 0UY
Daniel Martin of Mdm Wealth Ltd is based in Rugby.
Helping successful families and individuals achieve financial freedom with award-winning, Chartered & Certified advice.
As Managing Director of MDM Wealth Ltd, a family-run financial planning firm, I specialise in retirement planning, wealth management, and investment strategies for affluent families, business owners, and individuals approaching or enjoying retirement.
We’ll show you your financial reality and give you the confidence to enjoy life, safe in the knowledge that your future is in good hands.
Clients describe my approach as clear, reassuring, and relationship-driven. Rated 5/5 on Google & 4.9/5 on VouchedFor, I’m proud to have helped many clients retire early, preserve wealth, and plan for the next generation.
If you’re looking for a trusted partner to guide you through your financial journey, let’s connect.
Criteria
- ✔ Min Pension Fund Level: £500,000
- ✔ Min Wealth Fund Level: £500,000
Education / A summary of my qualifications to date:
Certified Financial Planner
Chartered Financial Planner
BA (Hons) Finance and Investment
- ✔Level 4 Qualification:
- Yes
- ✔Higher Level Qualifications:
- Yes
Social Media
Daniel has experience in a role requiring FCA regulated permissions.
Previous Employment:
- FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED
- 22/12/2017 to 08/12/2019
MDM Wealth LTD
- 📍
- 7 Mitchell Court, Rugby, Warwickshire, CV23 0UY
Number of Employees
- ✔No. of Financial Advisers: 1
- ✔No. of Employees: 7
Criteria
- ✔ Min Pension Fund Level: £500,000
- ✔ Min Wealth Fund Level: £500,000
Social Media
MDM Wealth LTD is based in Rugby, has one financial adviser in Financial Services. MDM Wealth LTD is registered with the FCA (registration number: 823733). You can check the firm registration with the FCA here.
MDM Wealth LTD are approved by the FCA to give advice on:
- ✔ Pensions & Retirements
- ✔ Financial Planning
- ✔ Investments
- ✔ Mortgage
- ✔ Life Insurance
- ✔ Insurance
- ✔ Commercial Insurance
- ✔ Debt
Directions to MDM Wealth LTD from the Motorway
- From the M6, take the ramp to M6. Merge onto M6.
- At Junction 1, take the A426 exit towards Rugby/Lutterworth.
- Proceed to the ramp leading to A426.
- Upon reaching the roundabout, take the second exit onto A426.
- Make a gentle left turn towards Central Park Drive.
- Merge onto Central Park Drive.
- At the following roundabout, take the first exit.
- Continue onto Castle Mound Way.
- Make a left turn onto Davy Court.
- Your destination will be on your right.
List of advisers under MDM Wealth LTD:
Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.
Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.
Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.
Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.