About MKC Wealth
MKC Wealth is a Financial Services company based in London (United Kingdom) founded in 2003. Wealth management services are provided to clients by MKC Wealth. MKC Wealth has completed 8 acquisitions, including Anthony, Bryant, Gibson Lamb and Halsteadcfp. Its chief executive, as recorded, is Dominic Rose. MKC Wealth offers products and services including Financial Advice, Wealth Management, and Client Portal. Its focus areas include Asset Management and Wealth Management. Its legal entity is MKC (CARRWOOD) LIMITED. Its competitors include abrdn, Equiom Group and Mattioli Woods.
Company details
MKC Wealth was founded in 2003 and is headquartered in London, United Kingdom. Operations focus on the financial services sector, where wealth management is delivered to individuals and organizations. Core activities encompass investment advisory, portfolio management, and financial planning. The firm is led by CEO Dominic Rose, with services tailored to the UK market and beyond.
- Headquarters London, United Kingdom
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website mkcwealth.com
- Social LinkedIn X Facebook Instagram
- Legal Name Mkc (Carrwood) Limited
- Date of Incorporation 17 Nov, 2005
- Jurisdiction LONDON, UNITED KINGDOM
- Investments & AcquisitionsAnthony, Bryant
& 7 more
Products & Services of MKC Wealth
MKC Wealth offers a comprehensive portfolio of products and services, including Financial Advice, Wealth Management, and Client Portal.
Offers personalized guidance on wealth organization and goal achievement.
Provides strategies for risk management and tax planning for clients.
Secure platform for viewing and managing personal wealth aspects.
People of MKC Wealth
18 people are tracked at MKC Wealth (7 in leadership, 11 in team).
| Name | Role | Group |
|---|---|---|
Dominic Rose | CEO | Leadership |
Mark Dallas | Director | Leadership |
Morven Grierson | Compliance Director Prof Pgdip GRC | Leadership |
Toni Haynes | Head Of Operations | Leadership |
Kunwar Chohan | Chief Technology Officer | Leadership |
Toni Haynes Dippfs | Head Of Operations | Leadership |
Emyr Blease | Director | Leadership |
Alex Taylor | Senior Revenue Analyst | Team |
Gary Campbell Dipfa | Associate Financial Planner | Team |
William Palfreyman | Technical Specialist (paraplanning) Manager | Team |
Amy Myall | Executive Assistant | Team |
Lukas Spyrou | Financial Planner At MKC Wealth | Team |
Emma Knights | Financial Planner | Team |
Chris Stimpson | Financial Planning Manager | Team |
Martin Quinn | MI Manager | Team |
Sam Pentin | M&a Associate | Team |
Chris Wilson | IFA Administrator | Team |
Craig Meschede - Dip Pfs | Financial Planner | Team |
Complete people profiles for MKC Wealth
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Investments & Acquisitions by MKC Wealth
MKC Wealth has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Anthony, Bryant, Gibson Lamb and Halsteadcfp.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Wealth management services are provided to affluent clients globally. | yodelar.com | 0 | Apr 2025 | •••• | ||
Provider of wealth management and financial planning services to individuals and businesses | halsteadcfp.co.uk | London, United Kingdom | 2007 | Nov 2024 | •••• | |
Provider of financial advisory, retirement planning, tax management, and other services | warrifa.co.uk | United Kingdom | 0 | Nov 2024 | •••• | |
Wealth management services are provided in the United Kingdom. | gibsonlamb.co.uk | United Kingdom | 0 | May 2024 | •••• | |
Financial advisory firm dedicated to offering financial advice for women through online mentors and membership | wealth-for-women.co.uk | London, United Kingdom | 2013 | Feb 2024 | •••• | |
Provider of wealth management services | lighthousecarrwood.co.uk | London, United Kingdom | 2005 | •••• | ||
Accounting, audit, and tax consulting services are provided. | holbornfinancial.com | London, United Kingdom | 2000 | •••• | ||
Investment management, tax planning, and financial advisory services are provided. | anthonybryant.com | London, United Kingdom | 1975 | •••• |
Complete acquisition details for MKC Wealth
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Timeline of MKC Wealth
11 dated milestones of MKC Wealth across 22 years, from founding to its latest funding, stage changes and deals.
- Founded MKC Wealth is founded.
- Acquisition Acquires Wealth for Women.
- Acquisition Acquires Wealth for Women.
- Acquisition Acquires Wealth for Women.
- Acquisition Acquires Wealth for Women.
- Acquisition Acquires Wealth for Women.
- Acquisition Acquires Wealth for Women.
- Acquisition Acquires Gibson Lamb.
- Acquisition Acquires Halsteadcfp.
- Acquisition Acquires Warr & Co Independent Financial Advisers Limited.
- Acquisition Acquires Yodelar.
Competitors of MKC Wealth
MKC Wealth has 3 listed competitors in our database. They include abrdn, Equiom Group and Mattioli Woods.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| abrdn.com | 1825 | Edinburgh, United Kingdom | 604 | Multiple sectors are invested in by abrdn's private equity fund. | ||
| equiomgroup.com | 1978 | Douglas, United Kingdom | 67 | Wealth management firm | ||
| mattioliwoods.com | 1991 | Leicester, United Kingdom | 800 | Wealth management services are provided by Mattioli Woods. |
Detailed competitors of MKC Wealth
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Web traffic of MKC Wealth
The website of MKC Wealth (mkcwealth.com) receives about 2.8K visits a month.
- Monthly visits2.8K
▲ 62.3% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as MKC Wealth (Asset Management) in United Kingdom, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Global banking, investment, and wealth management services are offered worldwide. | 1974 | London, England, United Kingdom | USD 6.37 B | 7,550 | ||
Universal banking and financial advisory services are provided globally. | 1865 | London, England, United Kingdom | USD 141.4 B | 211,000 | ||
Insurance and asset management services are offered in multiple regions. | 1696 | London, England, United Kingdom | USD 78.79 B | 29,090 |
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Related news about Mkc Wealth
Complete news archive for MKC Wealth
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Frequently Asked Questions about MKC Wealth
MKC Wealth was founded in 2003.
MKC Wealth is headquartered in London, United Kingdom. It is registered at London, England, United Kingdom.
Dominic Rose is the CEO of MKC Wealth, as recorded in our data.
MKC Wealth was founded in 2003 and is headquartered in London, United Kingdom. Operations focus on the financial services sector, where wealth management is delivered to individuals and organizations. Core activities encompass investment advisory, portfolio management, and financial planning. The firm is led by CEO Dominic Rose, with services tailored to the UK market and beyond.
MKC Wealth's top competitors include abrdn, Mattioli Woods and Equiom Group.
MKC Wealth offers Financial Advice, Wealth Management, and Client Portal.
MKC Wealth has made 8 acquisitions, including Anthony, Bryant, Gibson Lamb, and Halsteadcfp.
MKC Wealth operates through Mkc (Carrwood) Limited.