We are an established, boutique, wealth management firm that provides independent financial advice to individuals and their families, and to businesses and their employees.
Your wealth is what gives you and your family the freedom to live your lives the way you wish, now and in the future. As independent financial advisers, our job is to help you organise your wealth in a way that gives it the best chance of achieving your goals. We check regularly to make sure you remain on track and make adjustments if something unexpected happens or your goals and objectives change.
Our advice is always realistic, practical and personal, based on years of collective experience. Our clients like that we take the time to understand them individually, that we are always available to answer any questions they may have and that we are alert to changes that may have an impact – positive or negative – on their finances.
How we have helped people
Read about how we have helped a whole range of people make the most of – and even transformed – their financial situation and understand how we may be able to help you.
Wealth & Your Business
Efficient risk management and effective tax planning are two of the things that can make a huge difference to the financial health of both a business and its directors.
Our Client
Charter
We are passionate about what we do. Our client charter sets out our commitments to you and to society.
The MKC Client Portal & App
MKC Wealth clients are able to use our client portal and app, free of charge, to view and manage all aspects of their personal wealth in one secure place.
Transforming children’s financial education
Welcome to the team, Eddie Teddie
Our dedicated Finance Coach on a mission to revolutionise the way children learn about financial education. Explore his collection of books, stay updated with his insightful blogs, and embark on a transformative learning experience that will shape the financial future of generations to come.
Buy the books on Amazon today
All proceeds from your purchase go directly to the Just Finance Foundation, ensuring that every book bought contributes to empowering future generations.
Latest Insights
Latest news, insights, client stores and press from MKC Wealth.
MKC Wealth & Halstead Chartered Financial Planners
13 November 2024
We are delighted to confirm that Halstead Chartered Financial Planners has now merged with MKC Wealth. The Halstead CFP team (Mark Halstead, Jonni Crowther and Steve Tanner) have all joined MKC based in our Stockport office. All Halstead clients have
Read full articleNamed one of FT Advisor’s Top 100 Financial Advisors for 2024!
22 October 2024
We’ve been named as one of the country’s ‘Best Financial Advisers to Work For’ at the 2024 Professional Adviser Awards, for the second year in a row.
Read full articleExciting News!
We’re thrilled to announce that we’ve been named one of FT Adviser’s Top 100 Financial Advisers for 2024!
Despite a year of market challenges and shifting consumer expectations, our commitment to putting clients first and delivering personalised service has set us apart.
A huge thank you to our dedicated team for their hard work in navigating regulatory changes, helping clients achieve financial security, and upholding our commitment to excellence under the new Consumer Duty. We couldn’t have done it without you!