MKC Wealth has acquired four financial advice firms for undisclosed sums.
The Cabot Square Capital-backed wealth manager has snapped up Kingston-Upon-Thames based Money Flow, Surrey-based Goldcrest Financial Planning, Suffolk-based Berg-Davies Associates and Sherpa Financial Solutions of Northwood in the London Borough of Hillingdon. Money Flow was set up by Roland Askew who has been advising clients since 1981. Askew said: "Someone who had done a deal with MKC Wealth previously recommended the firm to me. I met the team and was really impressed with their approach to supporting my clients. "We did the deal earlier this year and the transition of clients...
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