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MKC Wealth logo — Invested. Together.

MKC Wealth

Invested. Together.

Founded 2004 United Kingdom London, United Kingdom 85 employees Venture round Financial Services, Wealth Management

General Information

Company Name MKC Wealth
Founded Year 2004
Location United Kingdom London, United Kingdom
Employees 85
Industries Financial Services, Wealth Management
Funding Stage Venture round
Social

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About MKC Wealth

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.

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

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round Undisclosed 1
Cabot Square Capital
Cabot Square Capital
01 Jan 2021

MKC Wealth Alternatives & Competitors

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MKC Wealth vs
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FAQ About MKC Wealth

Invested. Together.
MKC Wealth was founded in 2004.
MKC Wealth is headquartered in London, United Kingdom.
MKC Wealth operates in Financial Services and Wealth Management. Its work centres on financial advice, financial planning, investment and pensions.
MKC Wealth has approximately 85 employees.
MKC Wealth has completed 1 funding round. The latest funding stage is Venture round.
Top alternatives and competitors to MKC Wealth include Perspective Financial Group Ltd, Westminster Wealth Management, Morrinson Wealth, Jones Regan Wealth Management Ltd, Wise Investment. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
MKC Wealth and Perspective Financial Group Ltd are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for MKC Wealth, https://bouncewatch.com/company/mkc-wealth, updated 25 November 2024. When citing, please name BounceWatch and link this page.

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