Wealth management firm guiding financial stability like a sailboat on a serene ocean with blue overlay

Our trusted team works hard to give clients financial confidence and freedom.

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.

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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.

Client Stories

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.

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Our Client
Charter

We are passionate about what we do. Our client charter sets out our commitments to you and to society.

Our Client Charter

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.

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Mkc Wealth Eddie Teddie Finance Advisor Kids

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.

Find out more

Buy the books on Amazon today

Mkc Wealth Eddie Book Collection
Buy Now

All proceeds from your purchase go directly to the Just Finance Foundation, ensuring that every book bought contributes to empowering future generations.

  • “MKC has provided an excellent service. The information was clear and delivered in a down-to-earth way – no question felt too silly. I’m looking forward to a long working relationship feeling confident and reassured my finances are in safe hands.”

    Zoe L

  • “Earning money is one thing, knowing how to invest it to suit individual requirements is quite another. I rely on the knowledge and expertise of MKC to help me and my family plan for the future. The quarterly review is particularly innovative. Thank you for all your help. I am grateful.”

    Chris A

  • I believe I’ve benefitted from the highest levels of financial advice available. MKC gives me complete peace of mind whilst I get on with what I do best, knowing my money’s being looked after. The relationship is based on integrity and mutual trust. That’s why many of the friends and family I’ve recommended to MKC have also become long term clients. Thank you MKC.”

    Andy C.

  • “MKC have taken the time to understand my current circumstances and my hopes for my future circumstances and I always feel confident that they are fully considering both of those things in their advice to me.”

    Amanda H.

  • “I am a new client and, when I was presented with a pension dilemma, I knew I needed to speak to somebody honest, professional, likeable and trustworthy. I was introduced to MKC Wealth and found what I was looking for. Their patience, help and guidance has enabled me to make a difficult decision and I feel secure in the knowledge that MKC Wealth will look after my investments professionally and honestly.”

    Alison F.

  • “They have always given me honest, constructive advice and they have always been happy to answer my questions, and provide me the level of detail I require.”

    Paul B.

  • “Over the past years you have built a level of trust and reliability that is beyond equal in my experience.”

    Tim A.