About MMG

Providing Financial Services Since 1991

MMG was formed in 1991 by Mike McGuire with the aim of offering a bespoke and proactive wealth management service.

We understand that the financial decisions you take will have a significant impact on the way you live your life and your future security. We want to give you the peace of mind that you are making the correct choices at every step of the way.

Everyone has different financial needs and aims. At MMG, we provide transparent and ethical advice no matter how complex your situation.

Our expertise covers everything from private and corporate pensions, personal and business insurance, savings and investments, through to trusts, inheritance tax planning and beyond.

MMG Jordan McGuire
Jordan McGuire APFS, ACAManaging Director

Jordan is a Chartered Financial Planner with over 14 years of experience in the finance industry. Specialising in pension and investment planning, Jordan provides expert advice on all aspects of personal finance. Holding Chartered status, a mark of professional excellence, Jordan is recognised among the top professionals in his field.

Jordan began his career as a Chartered Accountant at Deloitte in London, where he advised FTSE 100 companies and Premier League football clubs.

His deep industry knowledge and commitment to ongoing professional development ensure he delivers exceptional service and trusted financial advice.

Outside of work, Jordan enjoys playing golf, attending live sporting events, and spending quality time with his young family.

Mike McGuire
Mike McGuire DipPFSFounder

Mike has been helping clients manage their wealth since 1991. As a founding member of MMG, he guides clients on goal setting, risk management strategies, asset allocation and investment policies.

In his free time, Mike enjoys going to the gym, playing golf and travelling with his family.

MMG Jonathan Hill
Jonathan HillChartered Financial Planner

Jonathan Hill is a Chartered Financial Planner at MMG Financial Management, where he specialises in creating bespoke investment and retirement strategies for corporates, individuals, and trusts. He began his career as a trainee investment manager and advanced to a Certified Investment Manager position at a regional discretionary management firm. During his tenure there, Jonathan honed his skills in portfolio construction and asset allocation.

With a strong foundation in investment management, Jonathan leverages his experience to provide tailored financial solutions that meet the unique needs of his clients.

MMG Harry Underwood
Harry Underwood APFS Cert CII (MP)Chartered Financial Planner

Harry has over 6 years experience in financial services, stemming from his studies at Nottingham Trent University. His studies in Accounting and Finance, have given him a wide range of knowledge and experience which has helped Harry create a comprehensive understanding of financial principles and strategies.

As a Chartered Financial Planner, Harry is committed to creating and delivering personalised financial and tax solutions that align to his clients' goals and aspirations.

Having grown up in various countries during his formative years, Harry enjoys travelling as much as possible, experiencing different cultures and in particular different cuisines. During the weekends, you will often find Harry playing golf at his local course with his close friends and connections.

MMG Amy Mortimer
Amy Mortimer DipPFSHead of Paraplanning and Administration

Amy is the Head of Paraplanning and Administration and has more than 18 years of experience in the financial services industry. Amy provides vital technical support to the firm’s Financial Planners, ensuring optimal outcomes for our clients.

Away from the office, Amy enjoys socialising with her family and friends. Her two daughters, along with their Labradoodle, Milo, keep her on her toes!

MMG Janice Irvine
Janice Irvine CeMAP, ER1Mortgage Manager

Janice has nearly 30 years of experience in Financial Services, with the last 11 years spent at MMG. She is fully CeMAP qualified and recently earned her certification to advise on Equity Release. Janice is dedicated to providing clients with exceptional service and helping them save money. Working part-time allows her to balance her professional career with quality time spent with her four grandchildren and her passion for travel.

MMG Harry Oakenfull
Harry Oakenfull DipPFSParaplanner

Harry is currently working as a Paraplanner, where he provides essential support in developing and implementing financial strategies for clients. After graduating from the University of Bath with a degree in Economics and Mathematics he gained diverse experience through various short-term roles in the financial industry before joining MMG at the start of 2023.

During his first year at MMG, Harry completed his Diploma in Regulated Financial Planning and is now working towards his Advanced Diploma with an ambition to become a Chartered Financial Planner.

Outside of work, Harry enjoys running and playing 5-a-side football twice a week. He also has a passion for travel and languages, having taught himself Spanish during university.

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Lucy MarshTechnical Administrator

Lucy has been working as an administrator in the Financial Services industry for over 2 years, providing essential support to Paraplanners and Advisers.

In her free time, Lucy enjoys listening to music, staying active at the gym and reading a good book.

Acting in your best interest.