📰 Mkc Wealth News

Mkc Wealth News Today

Fast, Ad-Free News Updates

Stay updated with breaking news from Mkc Wealth. Real-time updates on events, politics, business and more.

From electrician to adviser: Lee Whelan's lightbulb moment

January 5, 2024

MKC Wealth associate financial planner Lee Whelan talks to Professional Adviser about his career change from electrician to adviser

United Kingdom Lee Whelan Institute For Securities Investment Chartered Institute Chartered Insurance Institue Second Careerist

Source: professionaladviser.com

MKC Wealth signs deal to buy fellow acquirer Holborn Financial

October 16, 2023

City of London boutique wealth manager MKC Wealth has acquired Holborn Financial for an undisclosed sum.

Emyr Blease Dominic Rose Holborn Financial Kingsley Financial Management Gary Cook Financial Services Nigel Spears

Source: professionaladviser.com

The importance of financial advice to accountants' clients

August 15, 2023

Mark Dallas highlights why now, more than ever, accountancy professionals are referring clients to trusted IFAs...

Consumer Duty Mark Dallas Mkc Wealth Professional Connections

Source: professionaladviser.com

Ex-Quilter advisers link firm's pay to client feedback

February 10, 2023

MKC Wealth, a London-based adviser founded by ex-Quilter executives, has linked the pay of its staff, including the chief executive (CEO), directly to client feedback.

Nigel Speirs Dominic Rose Financial Conduct Authority Consumer Duty Mkc Wealth Dominic Rose

Source: professionaladviser.com

MKC Wealth acquires IFA clients of Sevenoaks accountancy firm

November 10, 2022

Private equity-backed boutique and wealth management firm MKC Wealth has acquired the IFA clients of Sevenoaks-based chartered accountants Samuels to provide them with independent financial advice.

United Kingdom City Of Dominic Rose Sam Narula Cabot Square Capital South East

Source: professionaladviser.com