MKC Wealth

MKC Wealth We provide advice on inheritance tax, insurance, pensions and investments. We have regional offices in the City of London, Wimbledon and Stockport.

MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients. We spend time to understand our clients' goals and objectives before designing and implementing a comprehensive financial plan that helps them achieve those goals. We then work with our clients to continually review thes

e plans to ensure they remain on track. We are passionate about ensuring our clients are delighted with the service they receive from us. MKC Wealth is authorised and regulated by the Financial Conduct Authority, FCA no. 428734.

Join us on 8th July 2026 in Brentwood for our upcoming Financial Planning on Divorce Seminar.Our Professional Services T...
23/06/2026

Join us on 8th July 2026 in Brentwood for our upcoming Financial Planning on Divorce Seminar.

Our Professional Services Team will be covering key pension topics affecting family lawyers, including offsetting (PAG2 & Duxbury), recent case law and Ombudsman decisions, public sector scheme implementation including McCloud, pension apportionment methods, and implementation timelines.

The session will also include a quick-fire update on practical issues such as scheme administrator transfers, crystallised vs uncrystallised funds, drawdown valuations, cash equivalent fluctuations, in specie transfers, death benefits, and more.

A great opportunity to stay up to date on pension matters and discuss challenges with pension experts.

Date: Wednesday 8th July 2026

Time: 9.30 to 11.00 (arrive at 9am for teas / coffee and registration)

Location: Holiday Inn Brentwood, Brook Street, Brentwood, CM14 5NF (M25, Junction 28)

For more information and to register – click here: https://mkcwealth.com/financial-planning-on-divorce-update-2026/

On Friday the 3rd of July, some of the MKC Wealth team will be taking on the challenge of climbing Mount Snowdon to rais...
10/06/2026

On Friday the 3rd of July, some of the MKC Wealth team will be taking on the challenge of climbing Mount Snowdon to raise funds for our three incredible charity partners: Just Finance Foundation, Spark Youth, and St Mark's Debt Advice Centre ( https://www.communitymoneyadvice.com/centre/st-marks-debt-advice-centre-chester )

We'll be lacing up our hiking boots and heading for the summit in support of organisations that help people build financial resilience and overcome some of life's toughest challenges.

Just as climbing Snowdon requires determination, preparation, and support, navigating personal finances and overcoming debt can often feel like a mountain to climb. No one should have to face that journey alone.

Every step we take up the mountain will help raise vital funds for these charities and the life-changing work they do. But we can't reach our fundraising goal without your support.

Please consider sponsoring our climb and cheering on the MKC Wealth team. Your donation will help provide financial education, mental health and enterprise support, and debt advice for people who need it most.

If you'd like to support us, please donate here: https://www.justgiving.com/crowdfunding/mkcwealth-snowdon-2026?utm_medium=CF&utm_source=CL

Thank you for helping us make a difference.

11/05/2026
MKC Invest is cutting UK gilts and boosting exposure to emerging market debt, citing rising UK-specific risks. It’s addi...
07/05/2026

MKC Invest is cutting UK gilts and boosting exposure to emerging market debt, citing rising UK-specific risks. It’s adding M&G and Legal & General emerging markets bond funds, highlighting stronger yields, diversification and improving fundamentals.


You can read the full story here: https://mkc-invest.com/insights/mkc-cuts-gilts/?_gl=1*1q4inl7*_up*MQ..*_ga*NzM5NjIyNDI4LjE3Nzc5OTk3OTI.*_ga_QT037TP9GZ*czE3Nzc5OTk3OTEkbzEkZzEkdDE3NzgwMDAxMjUkajYwJGwwJGgw

The value of investments can go down as well as up, and you may get back less than you invest.

MKC Invest, the investment arm of MKC Wealth, has cut its holdings in UK gilts and increased its weighting in emerging market debt across its portfolios.

And finally - the MKC Invest brand refresh is here! 🚀It’s introduced a bold new look: deeper purples and blues for focus...
07/05/2026

And finally - the MKC Invest brand refresh is here! 🚀

It’s introduced a bold new look: deeper purples and blues for focus and discipline, with electric violet adding energy and momentum.

Some portfolios follow the market. Theirs are built to think about it.

MKC Invest designs and manages model portfolios for clients working with our financial planners, combining disciplined thinking with a global perspective.

The new website brings this to life with a sharper, clearer design.

Take a look yourself here: https://mkcinvest.com

Join us for an insightful and practical complimentary seminar focused on protecting and planning your financial future. ...
23/04/2026

Join us for an insightful and practical complimentary seminar focused on protecting and planning your financial future.


Hosted by MKC Wealth Financial Planners, Emyr Blease and Lauren Ferriera, alongside Rebecca Huscroft, Founder and Estate Planner at iform, the session will cover key updates to pension inheritance tax rules, explore how to manage potential tax liabilities, and highlight the importance of trust and estate planning in safeguarding your wealth. You’ll also gain practical strategies and real-life examples to help bring effective planning to life.


On the day, enjoy engaging presentations, a live Q&A, and a light lunch with refreshments at the historic and prestigious Leander Club. There will also be the opportunity for a 1-to-1 consultation, with event concluding at 2pm.


Spaces are limited, so be sure to secure your place via our upcoming events: https://mkcwealth.com/events/


Behind the scenes!Earlier on this week, the MKC Invest team, along with a few special guests from MKC Wealth, kicked off...
17/04/2026

Behind the scenes!

Earlier on this week, the MKC Invest team, along with a few special guests from MKC Wealth, kicked off filming for our upcoming “Eye of Horus” short documentary.

This project will give clients, investors, and fund managers a look at how we work as a team to sift the whole UK fund market, hunting for those rare gems our clients deserve.

Managing Director of MKC Invest (and writer/director of our film) Rick Eling delves deeper into this philosophy with Madeleine Anderson at Citywire.

You can view the full article here: How MKC Wealth uses 'The Eye of Horus’ to pick funds (https://gbr01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcitywire.com%2Fnew-model-adviser%2Fnews%2Fhow-mkc-wealth-uses-the-eye-of-horus-to-pick-funds%2Fa2488006&data=05%7C02%7CJessica.Wilby%40mkcwealth.co.uk%7Caa0f82ac164d4179602808de9bbe078a%7C37e88a8d5d5d421680cd014d7bc90d48%7C0%7C0%7C639119437642372280%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=WsF5SZQQQ4SrF5oTj3w01Y6uqF9GEi%2FgQRJctoH9wbI%3D&reserved=0)

Stay tuned.

📣 Join us live this Thursday! We’re hosting a webinar on 16 April at 12pm, led by our Financial Planning Director, Sarah...
14/04/2026

📣 Join us live this Thursday!

We’re hosting a webinar on 16 April at 12pm, led by our Financial Planning Director, Sarah Waring.

She’ll be joined by an expert panel:
Rick Eling, Managing Director at MKC Invest
Trevor Hubner, Lead Portfolio Manager at MKC Invest
Lauren Ferreira, Financial Planner at MKC Wealth
Liam O’Donnell, Fund Manager at Artemis Fund Managers

With the situation in the Middle East continuing to evolve, particularly around the ongoing Iran conflict, this is a valuable opportunity to hear directly from our experts. The panel will share clear, up-to-date insights on what’s happening and what it could mean for markets and investors.

You can register here: https://lnkd.in/e2UhRv6q

💬 Got questions?
Drop them in the live chat during the session or send them in advance to [email protected]

Why Financial Literacy Matters, At Every Stage of LifeFinancial literacy is more than just understanding money, it's abo...
13/04/2026

Why Financial Literacy Matters, At Every Stage of Life

Financial literacy is more than just understanding money, it's about making informed decisions that shape your future. From knowing how to budget effectively, to understanding investments, pensions, and risk, financial knowledge empowers you to take control of your finances rather than feeling controlled by them. Without it, it’s easy to miss opportunities, fall into costly mistakes, or delay important decisions that could impact long-term wealth.

At MKC Wealth, we’re passionate about helping individuals and families build confidence in their financial journey. We believe that with the right guidance, everyone can make smarter choices, plan with clarity, and work towards lasting financial security. If you’re ready to better understand your finances and take a more strategic approach to your future, we’re here to help.



Start building a stronger financial foundation and book your appointment today - https://calendly.com/d/cvhr-2yg-zfk/pre-meeting-telephone-appointment?month=2026-03

MKC Wealth are now Cyber Essentials Certified Plus! But what does that mean for you?Your personal and financial informat...
09/04/2026

MKC Wealth are now Cyber Essentials Certified Plus!

But what does that mean for you?

Your personal and financial information is protected to a government-backed standard that has been independently tested and verified.


In practical terms, this gives our clients:

•Stronger protection against hacking, phishing, and ransomware

•Independent security testing (not just self-certification)

•Reduced risk of data breaches or service disruption

•Reassurance that MKC Wealth meets recognised UK cybersecurity standards.

Put simply, it’s an extra layer of proven security and peace of mind.

Address

Walsingham House, 35 Seething Lane
London
EC3N4AH

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Telephone

+442077024488

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