MKC Wealth

Invested. Together.

General Information
Company Name
MKC Wealth
Founded Year
2004
Location (Offices)
London, United Kingdom +3
Founders / Decision Makers
Number of Employees
85
Industries
Financial Services, Wealth Management
Funding Stage
Series Unknown
Social Media

MKC Wealth - Company Profile

MKC Wealth is a boutique, independent wealth management firm founded in 2003 and headquartered in the United Kingdom. The company's slogan, "Invested. Together.," reflects its commitment to providing financial advice to private clients, their families, and corporate clients in the areas of inheritance tax, insurance, pensions, and investments within the Financial Services and Wealth Management industries. With regional offices in the City of London, Wimbledon, and Stockport, MKC Wealth emphasizes a client-centric approach. The company prioritizes understanding clients' goals and objectives before developing and implementing a comprehensive financial plan to help achieve these goals. It also focuses on regularly reviewing and adjusting these plans to ensure they remain on track, demonstrating its dedication to client satisfaction. As of 01 January 2021, the company received a Venture Round investment from Cabot Square Capital. MKC Wealth is authorized and regulated by the Financial Conduct Authority (FCA) with the registration number 428734. This recent investment showcases the recognition and support the company has received from prominent investors.

Taxonomy: financial advice, financial planning, investment, pensions, inheritance tax, portfolio management, retirement planning, regulation, boutique firm, independent, client-focused, financial conduct authority

Funding Rounds & Investors of MKC Wealth (1)

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Funding Stage Amount No. Investors Investors Date
Venture Round Unknown 1 01 Jan 2021

Latest News of MKC Wealth

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No recent news or press coverage available for MKC Wealth.

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