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MKC Wealth merges with Carrwood

MKC Wealth is pleased to announce that it is mergeing with Carrwood an independent advice business, which has been a part of Quilter Financial Planning since 2019. The acquisition sees MKC Wealth take on all Carrwood staff, with the business re-branded as MKC Wealth.

Dominic Rose, CEO of MKC Wealth, says: “Carrwood represents a fantastic fit for MKC Wealth and we have welcomed a number of new colleagues to our business who we hope with thrive with us. Our focus remains on only making acquisitions where we feel there is a good cultural fit and at a sensible and sustainable pace. We have no interest in being the largest firm, what we care about is our team, our clients and being the safe pair of hands to look after clients from retiring advisers which is our principal focus going forward.”

Stephen Gazard, CEO of Quilter Financial Planning, says: “We have been carefully exploring the options for Carrwood to ensure the best outcome for clients and employees. We are committed to ensuring good client outcomes and we believe MKC Wealth is an excellent home for the business given its focus as an IFA-led advice business.”

2 November 2021