Call us today on 01562 820300
How we help
At CMP Wealth Management, we’re here to help you protect, grow, and manage your wealth, creating a financial path that truly reflects who you are and what you want from life. By understanding your personal goals and values, we craft strategies that meet your immediate needs and support your future dreams, ensuring that your wealth works in your favour.
Who we work with
Professionals
Business Owners
Planning For Retirement
Widows
People Navigating Divorce
Couples & Families
Testimonials
Ronda Keni, MN
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Liat Tortal, NJ
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About CMP Wealth Management
CMP Wealth Management is owned and managed by Lee Dunn Dip PFS. Lee joined CMP Wealth Management in 2006, and after serving as Director for over 16 years, he took ownership of the business in August 2024.
With a history dating back to the late 1980’s, CMP Wealth Management has always been committed to providing truly personalised service with long-term client relationships built on trust and integrity.
As we move forward under Lee’s leadership, our dedication to helping you achieve financial security and peace of mind remains at the heart of everything we do—both for today and for the future.
We help individuals and business owners in Worcestershire as well as the wider West Midlands, Shropshire, Gloucestershire and the South East.
Let us help
We offer a free, introductory 1 hour consultation to identify how we can best help you to achieve your financial goals.
Contact us today on 01562 820300 or email us on info@cmp-wm.co.uk.
How to find us
Field House Farm
Rock
Worcestershire
DY14 9RQ
Opening Hours:
Monday to Friday: 9am - 5pm
Saturday and Sunday: Closed
Financial Planning for Individuals and Families
From growing your investments to planning for retirement, we provide the clear, practical advice you need to make confident financial decisions. At every stage of life, we’re here to help you navigate each new chapter, keeping your wealth aligned with your goals.
Financial Planning for Business Owners
We understand the unique challenges and opportunities of business ownership, so we build financial strategies that reflect both your personal and business needs. From succession planning to tax strategies and employee benefits, we help you achieve a cohesive plan that supports your success.