Build Your Wealth. Plan Your Future. Protect What Matters.
Expert wealth management, tailored around you.
Build Your Wealth. Plan Your Future. Protect What Matters. Expert wealth management, tailored around you.
MDW Wealth provides independent, tailored financial advice to individuals and families at every stage of their financial journey. Founded by Chartered Financial Planner Michael Law, we bring a wealth of experience across boutique and established wealth management firms, advising clients from those starting out to established and affluent individuals. We provide advice across investments, pensions, tax-efficient investments, protection and estate planning, taking a hands-on and proactive approach. As an Appointed Representative of New Leaf Distribution, we are supported by established regulatory and operational infrastructure.
Our philosophy is simple: listen first, understand what matters to you, and provide clear advice without pressure or unnecessary complexity. Every relationship starts with a conversation.
ABOUT US
OUR PARTNERS
We work alongside some of the world's leading investment houses, platforms and financial services providers, giving our clients access to a broad range of investment solutions. This includes discretionary fund managers, bespoke investment portfolios, model portfolio services and specialist investment solutions, allowing us to select an approach that reflects each client's objectives, circumstances and attitude to risk.
Our access to a wide range of platforms and investment solutions means we are not restricted to a single provider or investment approach, giving us the flexibility to build advice around what is right for each client.
OUR PROCESS
[01]
Introductory Call
Introductory - Phone Call
Length: 20–30 minutes
A relaxed initial conversation to understand your current situation, goals and objectives, and how we may be able to help. It's also an opportunity to ask any initial questions and explore the best way forward.
[02]
Understanding You
Understanding You - Video Call
Length: Around 60 minutes
We'll build a more detailed picture of your financial circumstances, goals and objectives. We'll review your completed risk profile, work through any outstanding areas of your fact find and discuss how we work, including our fees, services and anything else you'd like to discuss.
[03]
Your Financial Plan
Your Financial Plan - Video call or Face-to-Face
Length: 60–90 minutes
We'll talk through your personal recommendations, why they've been made and how they fit with your objectives. There is plenty of time for questions and discussion, and a further meeting can be arranged if you'd like more time to consider anything.
TESTIMONIALS
"I’ve got enough going on with the business without having to worry about all of this as well. Having someone who knows what’s going on and keeps everything organised has made a big difference."
"Between work and family life, finding the time to manage my own finances can be difficult. Michael is proactive, keeps everything organised and takes care of the detail, giving me confidence that my financial affairs are being looked after.
“I’m always travelling and my finances aren’t really something I have time to think about. It’s good knowing someone is keeping on top of everything and I can just message when I need something.”
Manish - Business Owner
Olivia - Human Resources Director
Cole - Content Creator
