MKC Wealth acquires IFA clients of Sevenoaks accountancy firm

Follows the retirement of Samuels’ in-house adviser

Ayesha Venkataraman
clock • 1 min read

Private equity-backed boutique and wealth management firm MKC Wealth has acquired the IFA clients of Sevenoaks-based chartered accountants Samuels to provide them with independent financial advice.

MKC Wealth was set up in 2003 and is backed by backed Cabot Square Capital, a company providing investment capital for small and mid-sized companies in the UK and Western Europe. The wealth manager will provide regulated financial planning services to clients of Samuels, who are mainly based in London and the South East, it said. Until now, clients were offered these services by an in-house adviser who has now retired, according to MKC Wealth. MKC Wealth chief executive Dominic Rose said: "We are the preferred financial advisory partner for a number of accountancy practices which h...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

FCA to consult on pensions targeted support from December

FCA to consult on pensions targeted support from December

Consultation comes amid Advice Guidance Boundary Review

Sahar Nazir
clock 15 November 2024 • 2 min read
London Capital & Finance operated as Ponzi scheme, High Court rules

London Capital & Finance operated as Ponzi scheme, High Court rules

Now failed LCF raised £237m from 11,600 retail investors

Sahar Nazir
clock 15 November 2024 • 2 min read
Feel Good Friday: Square Mile charity quiz raises more than £16,000

Feel Good Friday: Square Mile charity quiz raises more than £16,000

Raises much-needed funds for Starlight Children’s Foundation

Professional Adviser
clock 15 November 2024 • 1 min read