From electrician to adviser: Lee Whelan's lightbulb moment
MKC Wealth associate financial planner Lee Whelan talks to Professional Adviser about his career change from electrician to adviser
Source: professionaladviser.com
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MKC Wealth signs deal to buy fellow acquirer Holborn Financial
City of London boutique wealth manager MKC Wealth has acquired Holborn Financial for an undisclosed sum.
Source: professionaladviser.com
The importance of financial advice to accountants' clients
Mark Dallas highlights why now, more than ever, accountancy professionals are referring clients to trusted IFAs...
Source: professionaladviser.com
Ex-Quilter advisers link firm's pay to client feedback
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.
Source: professionaladviser.com
MKC Wealth acquires IFA clients of Sevenoaks accountancy firm
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.
Source: professionaladviser.com