MKC Wealth

What MKC Wealth does

MKC Wealth Limited is a UK-based independent financial advisory firm headquartered in the City of London, founded in 2003 and operating four offices across London, Ellesmere Port, Stockport and Huddersfield. The firm is authorised and regulated by the Financial Conduct Authority (Firm Reference No. 428734) and is wholly owned by MKC Wealth Holdings Limited, with private equity backing from Cabot Square Capital supporting a buy-and-build growth strategy. The company employs 11-50 staff and serves individuals, families, business owners, employers and family law professionals through a dedicated planner model organised around life goals rather than products.

The firm's core offerings span Personal Financial Planning (pensions, investments, protection, tax and estate planning), Corporate Services (workplace pensions, employee benefits, financial wellbeing), Divorce and Financial Settlements (including Single Joint Expert court reporting via MKC Professional Services), Mortgages and Protection (whole-of-market), and a Wealth for Women service addressing female-specific financial planning needs. Underlying technology includes a secure client portal, the Yodelar in-house fund research platform analysing over 40,000 UK and global funds, and a discretionary investment management partnership via MKC Invest. The group has absorbed Carrwood (2021), Mulberry Financial and Gibson Lamb (2024), The Wealth Care Partnership (2025), and Peartree Wealth Management and Wealth & Tax Management (2026), retaining several acquired brands.

Revenue is generated through fee-based advisory subscriptions on an annual cadence, corporate services fees, hourly consultancy for family lawyers, and commission on mortgage and protection products. Pricing is quote-based and not publicly disclosed. Go-to-market combines a sales-led direct planner model with enterprise engagement for corporate clients, supplemented by professional referrals (notably from family law solicitors), content marketing, events, and PR earned through VouchedFor listings in The Times, Telegraph and Mail on Sunday. The firm is UK-only, restricts its website to UK residents, and has won the Professional Adviser Best Financial Advisers to Work For award four consecutive years (2022-2026).

Name

MKC Wealth

Legal name

MKC Wealth Limited

Website

https://mkcwealth.com

Company type

Private

Founded year

2003

Operating status

Operating

Headcount range

11–50 employees

Short description

MKC Wealth is a UK independent financial advisory firm serving individuals, families, business owners, employers and family lawyers through life-goals-based financial planning, pensions, investments, protection, divorce financial settlements and wealth management, backed by private equity sponsor Cabot Square Capital.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA)

akta.pro secondary industries

Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Private Banking Advisory & Discretionary Portfolio Management (FSABADAD)

Keywords

• Financial planning services
• Wealth management advisory
• Retirement planning solutions
• Investment management services
• Estate planning advice

Headquarters

HQ city

London

HQ country

United Kingdom

HQ region

Europe

Offices4 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Financial Planning Advisory Fees: Fee-based financial planning services for individuals, families, and businesses covering pensions, investments, protection, tax planning, and estate planning
2. Corporate Services: Employee benefits, workplace pension governance, and financial wellbeing services for employers and boards
3. Professional Services for Family Lawyers: Single Joint Expert Reports, consultancy work, and training for family law professionals on pension and divorce matters, charged on hourly basis
4. Mortgage Advisory: Independent mortgage advice and protection insurance products

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels9 records

Core offering

MKC Wealth provides independent financial planning and wealth management services for UK individuals, families, business owners, employers, and family lawyers. Core offerings span personal financial planning (pensions, investments, protection, tax and estate planning), corporate services (workplace pensions, employee benefits, financial wellbeing), specialist divorce and financial settlement advice, independent mortgage and protection advisory, and dedicated support for family lawyers through MKC Professional Services. Investment management is delivered via the MKC Invest discretionary platform and the proprietary Yodelar fund research platform.

Product overview

MKC Wealth is a UK wealth management firm offering a comprehensive suite of financial planning services organized around life goals. The core offering includes Personal Financial Planning, Corporate Services, Divorce and Financial Settlements, Mortgages & Protection, and the specialized Wealth for Women service. Supporting these are service modules for Grow My Wealth (investment), Retire Well (retirement), and Plan My Legacy (estate planning). The firm operates through dedicated divisions including MKC Professional Services for family lawyers, with investment management delivered through partner MKC Invest and fund research supported by Yodelar. Children's financial education is provided through the Eddie Teddie initiative. The firm has grown through acquisitions including Gibson Lamb Financial, Mulberry Financial, Peartree Wealth Management, Wealth & Tax Management Ltd, and The Wealth Care Partnership.

Differentiator

Problem solved

Functional benefit

Brands

• Yodelar: Expert fund research and investment insights platform providing independent fund research, portfolio analysis and transparent investment insights. Part of the MKC Wealth Group.
• Eddie Teddie
• MKC Professional Services

Products and services

• Personal Financial Planning Comprehensive life-first financial planning for individuals and families covering pension planning, investment advice, protection, tax planning and estate planning, delivered through a dedicated financial planner and support team.
• Corporate Services Financial planning and advisory services for business owners, directors, employers and boards covering business continuity, employee benefits, governance, succession planning and workplace financial wellbeing.
• Divorce and Financial Settlements Specialist financial guidance through divorce and settlement for individuals and family lawyers, including pension expertise, cashflow modelling, pension sharing analysis, and support throughout the legal process.
• Mortgages & Protection Independent whole-of-market mortgage advice plus personal and business protection cover including life insurance, critical illness cover, income protection and key person cover.
• Wealth for Women Financial planning service tailored for women addressing career transitions, caring responsibilities, pension gaps and life-stage changes affecting women's financial wellbeing, delivered by experienced female financial planners.
• MKC Professional Services Dedicated team supporting family lawyers with the financial aspects of divorce and pension matters, providing Single Joint Expert Reports, mortgage capacity assessments, pension analysis, consultancy and training.
• MKC Invest Discretionary investment management partner providing centralised investment proposition, portfolio management and fund research services for MKC Wealth clients, with Rick Eling as Managing Director.
• Yodelar Independent fund research platform analysing over 40,000 UK and global funds, providing portfolio performance analysis, benchmarking tools and evidence-based investment insights as part of MKC Wealth Group.
• Eddie Teddie Children's financial education programme featuring books and resources to help young learners understand money, budgeting, saving and investing, anchored by the Eddie Teddie Finance Coach character.

Quantifiable outcome

• 99.5% client recommendation rate based on 2068 reviews
• +2 more outcomes

Segments6 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Partnerships

Four partnerships are on record, tiered minor and core.

• Gunner & Co.minorStrategic or Co-development Partner · 25 February 2026Deal broker for MKC Wealth's acquisition of Gibson Lamb Financial, facilitating the M&A transaction between advisory firms
• MKC InvestcoreTechnology or IntegrationDiscretionary investment management partner providing centralised investment proposition and portfolio management services for MKC Wealth clients; Rick Eling serves as Managing Director
• YodelarcoreTechnology or IntegrationPart of MKC Wealth Group; investment research platform providing independent fund research, portfolio analysis, and transparent investment insights analysing over 40,000 UK and global funds
• Whole-market LendersminorOthersMKC Wealth operates as a fully independent mortgage broker, examining lenders across the market rather than a limited panel, providing unbiased advice

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Tilney (now part of Evelyn Partners): UK financial planning and investment management firm providing advice to private clients, intermediaries, and corporates. Comparable to MKC's national full-service wealth proposition and office-network delivery.
• Saunderson House: UK boutique wealth manager providing advice to high-net-worth individuals on investments, tax, pensions, and estate planning. Closely comparable to MKC's relationship-led, fee-based financial planning model and UK HNW focus.
• Wren Sterling Financial Group: PE-backed UK IFA consolidator (backed by Aviva/Financialforce) that has built scale by acquiring independent advisory firms nationally. Highly comparable to MKC's Cabot Square Capital-backed acquisition-led growth strategy.
• Rathbones Group: Listed UK discretionary/wealth manager offering investment management, financial planning, and advice to individuals and intermediaries. Directly comparable to MKC's integrated wealth and investment proposition with similar UK client segments.
• Cooper Parry Wealth: UK chartered wealth manager providing financial planning, investment management, and tax advice to entrepreneurs and high-net-worth individuals. Comparable boutique scale and relationship-driven model to MKC.
• Quilter: Listed UK wealth manager with a financial adviser network, platform, and investment solutions serving UK consumers across retirement, savings, and advice. Comparable to MKC in targeting the UK advised retail market with a multi-product proposition.
• Evelyn Partners: UK wealth management and professional services firm (formed via merger of Smith & Williamson and Tilney) offering financial planning, investment management, tax and advisory services to private and corporate clients. Closely mirrors MKC's full-service model and UK-only footprint.
• LGT Vestra: UK private wealth arm of the Liechtenstein-based LGT Group offering discretionary investment management and wealth planning to UK families and individuals. Comparable to MKC Wealth/MKC Invest on discretionary and family wealth services.

Emerging players

• James Hambro & Partners: Boutique UK discretionary wealth manager focusing on investment management and financial planning for private clients and families. Similar target client profile and fee-based model to MKC's high-net-worth personal financial planning segment.

Broad incumbents

• St. James's Place: Largest UK wealth manager with a national adviser network offering financial planning, investments, and tax services. Overlaps MKC's full-service planning and pension/investment propositions but at vastly greater scale with a restricted product panel.

Market position

Strengths5 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/mkc_wealth
• Facebookfacebook.com/mkcwealthuk
• LinkedInlinkedin.com/company/mkc-wealth
• Instagraminstagram.com/mkcwealth

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Subsidiaries9 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A2 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about MKC Wealth