MKC Wealth & Berg-Davies Associates

16 September 2025

We are delighted to confirm that Berg-Davies Associates has now merged with MKC Wealth.

As part of the retirement planning for Roger Davies, Berg-Davies Associates has now merged with MKC Wealth. Roger is not retiring just yet and he is now working with MKC to ensure that all clients are supported in the transition.

You can also find anyone in MKC by following the Meet the Team link.

All Berg-Davies Associates clients have been written to with further details. If, for some reason, you didn’t receive the letter then please give us a call on 0207 702 4488 or email: integrations@mkcwealth.co.uk

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