M&D Wealth Management
MW
Financial Advisors
M&D Wealth Management
37 Milkingpen Ln, Basingstoke RG24 7DL
# M&D Wealth Management
M&D Wealth Management is an independent financial advisory firm based in Old Basing, Hampshire, serving clients across the South of England. Led by Stuart Harmer, a highly qualified financial planner with over 20 years' experience, the firm specialises in delivering comprehensive, face-to-face financial advice tailored to life's most significant decisions.
The business serves individuals seeking professional guidance on building and protecting wealth, planning for retirement, managing inheritance tax, and considering legacy planning. Stuart works with clients who value personalised, understandable advice delivered in a friendly, approachable manner rather than jargon-filled recommendations.
What distinguishes M&D Wealth Management is Stuart's commitment to building long-term, trust-based relationships with clients. Rather than transactional interactions, he prioritises ongoing availability and support through both prosperous and challenging financial periods. His holistic approach addresses multiple areas of financial planning simultaneously, ensuring clients' resources are optimised to achieve their aspirations.
Stuart holds relevant professional qualifications including CeFA, CeMAP, and DipIP, demonstrating his expertise and commitment to professional standards. The establishment of M&D Wealth Management enabled him to dedicate 100% attention to client needs, moving away from larger institutional constraints. He takes particular pride in translating complex financial concepts into clear, accessible language, empowering clients to make informed decisions with full understanding of their options.
M&D Wealth Management is an independent financial advisory firm based in Old Basing, Hampshire, serving clients across the South of England. Led by Stuart Harmer, a highly qualified financial planner with over 20 years' experience, the firm specialises in delivering comprehensive, face-to-face financial advice tailored to life's most significant decisions.
The business serves individuals seeking professional guidance on building and protecting wealth, planning for retirement, managing inheritance tax, and considering legacy planning. Stuart works with clients who value personalised, understandable advice delivered in a friendly, approachable manner rather than jargon-filled recommendations.
What distinguishes M&D Wealth Management is Stuart's commitment to building long-term, trust-based relationships with clients. Rather than transactional interactions, he prioritises ongoing availability and support through both prosperous and challenging financial periods. His holistic approach addresses multiple areas of financial planning simultaneously, ensuring clients' resources are optimised to achieve their aspirations.
Stuart holds relevant professional qualifications including CeFA, CeMAP, and DipIP, demonstrating his expertise and commitment to professional standards. The establishment of M&D Wealth Management enabled him to dedicate 100% attention to client needs, moving away from larger institutional constraints. He takes particular pride in translating complex financial concepts into clear, accessible language, empowering clients to make informed decisions with full understanding of their options.
Services offered
Retirement planningInvestment planningInheritance tax planningFamily protection planningWealth building strategyLegacy and intergenerational planningHolistic financial planningE-Briefing service