MKC Wealth

MKC Wealth is a boutique, independent wealth management firm that provides financial advice on inheritance tax, insurance, pensions and investments.

[MKC Wealth @mkc_wealth]

Congratulations to our MKC Wealth Financial Planners for achieving Top Rated status with VouchedFor! ✨

Looking for advice? Get in touch today via our website https://t.co/fjL1i47ySg

#VouchedFor #InvestedTogether

[MKC Wealth @mkc_wealth]

As we approach the end of the tax year, it's crucial to maximise any unused allowances for this year and start planning for the next.

Let's make the most of this tax year and get a head start on the next! Reach out to your Financial Planner today! 💼

#TaxYearEnd

[MKC Wealth @mkc_wealth]

The Importance of Intergenerational Wealth 💸

Are you looking to build and protect your wealth to give you and your family a secure financial future? Contact us to explore how our team can help advise you >
https://t.co/1Mzi8IbdBt

#IntergenerationalWealth #InvestedTogether

[MKC Wealth @mkc_wealth]

From all of us here at MKC Wealth, we want to wish all of our clients, followers and business colleagues a very Merry and Joyful Christmas 🎅🏻

We hope you enjoy the break, and we look forward to returning in the new year after the festive break! 🎄

#seasonsgreetings

[MKC Wealth @mkc_wealth]

We are proudly partnered with @beonhand. We held an in-house competition with a sustainable staycation as the prize. We are delighted to announce that Kate Manifold, one of our Financial Planners, is the winner!

Congratulations, Kate! 🥇

#OnHand #OnHandHero #ESG #Partnership

[MKC Wealth @mkc_wealth]

Santa Claus is coming to town 🎅🏻

We’ll be closing on the afternoon of Tuesday 24th December and we will reopen on Thursday 2nd January 2025 🎄

If you have any urgent matters during our office closure, please contact us at >
[email protected]

[MKC Wealth @mkc_wealth]

The Future of Pensions 💰

The 2024 Budget was released in October and adjustments have been made across the board, including changes to pensions.

Looking for advice? Here are MKC, we are on-hand to assist you. Contact us today >
https://t.co/l8ANEs29cH

#InvestedTogether

[MKC Wealth @mkc_wealth]

Christmas is coming 🎁

With the festive season just around the corner, our collection of Eddie Teddie books are the perfect pick for your little ones!

Grab one today for the perfect festive treat >
https://t.co/8bhZFazE3Q

#EddieTeddie #FinancialEducation

[MKC Wealth @mkc_wealth]

PA Awards 2025! 🏆

We are thrilled to announce that we have received nominations for the 2025 Professional Advisors Awards in three categories >

Best Administrator: Will Crawford
Best Client Engagement
Advisor Firm of the Year

Good luck to all those nominated! 🤞🏼
#PAAwards2025

[MKC Wealth @mkc_wealth]

BBC Scam Safe Week ❌

From 23rd - 30th November, the BBC are raising awareness with Scam Safe Week as they campaign to educate and prepare for potential threats to money and personal data.

Find out more advice on fraud prevention here:
https://t.co/JcVPcUUMJo

#BBCScamSafe

[MKC Wealth @mkc_wealth]

Did you know...💭

We are featured on VouchedFor with a 4.7/5 Rating! ⭐️

Recommended as a top wealth management firm, we have over 900 reviews across 30 financial planners.

Looking for advice? Get in touch today >
https://t.co/5Oo3mGe4g7

#VouchedFor #InvestedTogether

[MKC Wealth @mkc_wealth]

Our partnership with @gainuk_org through our intern programme is a testament to our dedication to diversity and inclusion. We are committed to fostering opportunities for the next generation. 🌟

See more here > https://t.co/1YuZTFiKFU…

#InvestedTogether #DiversityInFinance

[MKC Wealth @mkc_wealth]

#worldkindnessday

Raising awareness and encouraging individuals to show greater kindness in the hope of creating a fairer and better world.

We celebrate this day with the intentions of approaching all dealings with kindness, no matter the situation.

https://t.co/36hU8wUke6

[MKC Wealth @mkc_wealth]

This remembrance day, we join the world in honouring those who served for their country to protect our freedom. We help keep their legacy alive by wearing a poppy and reflecting in silence at 11am, uniting us in gratitude.

Lest we forget.

#remembranceday #wewillremember

[MKC Wealth @mkc_wealth]

Ready, Teddie, Go! 🙌 Eddie Teddies’s Educational Books are now available to buy on Amazon 🧸​

Buy your copies now >> https://t.co/Iex9UlGFwm

Just Finance Foundation is a registered charity in England and Wales (1172050) and Scotland (SC053095).

[MKC Wealth @mkc_wealth]

MKC Professional Services | Introducing our dedicated department supporting family lawyers, clients and financial planners through the various stages of divorce and its resulting financial impact

Find out how we can support you >>https://t.co/iOeglt9NUA

[MKC Wealth @mkc_wealth]

MKC Wealth offers personalised mortgage advice alongside protections and insurance recommendations that are tailored to your specific needs.

Whatever your requirements, we are here to help you navigate our wide range of mortgage products with ease. >>https://t.co/23qZIN5I7U

[MKC Wealth @mkc_wealth]

We believe that financial health is crucial for overall well-being. On this World Mental Health Day, remember taking control of your finances is a step towards a healthier, happier life. Let's break the stigma!

#WorldMentalHealthDay #MentalHealthMatters #InvestedTogether

[MKC Wealth @mkc_wealth]

We’ve been named one of #FTAdviser #Top100 Financial Advisers for 2024! 🌟

Thank you to our dedicated team for their hard work in navigating regulatory changes, helping clients achieve financial security, and upholding our commitment to excellence under the new Consumer Duty.

[MKC Wealth @mkc_wealth]

We’re thrilled to announce that all spots for this year’s Meet The Portfolio Manager event at The Banking Hall in November are filled! 🙌

We look forward to presentations from MKC Invest’s MD Rick Eling, Portfolio Manager Trevor Hubner, and special guests followed by a meal! 🍽️