What we advise on at a glance

 

As independent financial planners, we advise on all aspects of building, protecting and managing your personal and business wealth. which broadly falls into the following areas:

 

You and your family

  • Protecting your and your family’s finances against the unexpected.
  • Investing and investment strategies.
  • Contributing to pensions efficiently.
  • Investing for income or growth.
  • Effective tax planning.
  • Financial issues and divorce.
  • Accessing your pension and income in retirement.
  • Reducing or potentially eliminating inheritance tax.
  • Paying for long-term care.

 

You and your business:

  • Directors’ pensions.
  • Extracting profits tax-efficiently.
  • Financial protection for shareholders and directors.
  • Financial protection for your business.
  • Tax-efficient exit planning.
  • Workplace pensions.
  • Employee benefits.

 

Working with specialist lawyers, accountants and other professional advisers, we also ensure that:

  • your personal and business financial planning arrangements are and remain compliant with current tax legislation
  • your Will reflects your wishes and takes into account financial planning arrangements you have in place
  • your Lasting Power of Attorney sets out how you are to be cared for and how your finances are to be organised should you be unable to look after yourself.

  • “Using MKC specialist services for financial advice suitable for my circumstances has resulted in significant savings each month, and I really appreciate the ongoing monitoring of the market situation to track the optimum deals. Always very helpful and friendly, explain everything in words you can understand, nothing is too much trouble, you are treated as a person not just a client.”

    Sylvia K.

  • “I am extremely grateful for this swift and concise note. I can’t tell you how helpful it is. You have made it so simple! I would be more than happy to recommend your services to anyone looking to re-organise their finances.”

    Humphrey B.

  • “It took a few calls from MKC Wealth to persuade me to come in for a financial review. I’m so glad that I went as I now feel that my financial future is more secure”

    Tim W.