MKC Wealth acquires female-focused financial planning firm

The firm will operate under the new brand MKC Wealth for Women

Isabel Baxter
clock • 2 min read

Cabot Square Capital-backed independent wealth management firm MKC Wealth has acquired female-focused financial planning firm Wealth for Women for an undisclosed sum.

Based in London, Wealth for Women was founded by Chartered accountant, Chartered financial planner, and certified women's coach Mary Waring. This purchase comes as Waring is leaving the financial advice sector to concentrate on her coaching role for women going through divorce. Waring's business will now be under the new brand of MKC Wealth for Women. She will support the training of MKC financial planners and will introduce new clients she works with in her coaching capacity to MKC for regulated financial advice. MKC Wealth chief executive Dominic Rose said: "Financial planning...

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 Companies

Single-adviser firm sells to local IFA as he 'shuns consolidators'

Single-adviser firm sells to local IFA as he 'shuns consolidators'

Simon Aucott sells his firm to Staffordshire-based IFA Bank House

Isabel Baxter
clock 27 February 2024 • 2 min read
MKC Wealth acquires female-focused financial planning firm

MKC Wealth acquires female-focused financial planning firm

The firm will operate under the new brand MKC Wealth for Women

Isabel Baxter
clock 26 February 2024 • 2 min read
Mattioli Woods selects T. Rowe Price to develop income model portfolio

Mattioli Woods selects T. Rowe Price to develop income model portfolio

Headed up by investment advisers Yoram Lustig and Michael Walsh

Isabel Baxter
clock 15 January 2024 • 1 min read