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Financial Planners

MKC Wealth

MKC Wealth is a financial services company based in London, England. They specialize in providing expert financial planning services to clients, helping them to achieve their financial goals. With a team of experienced financial planners, MKC Wealth is committed to providing personalized and comprehensive financial advice to their clients. Whether you are looking to invest, save for retirement, or plan for your children's education, MKC Wealth can help you navigate the complex world of finance and achieve your financial objectives.

Introduction to MKC Wealth

MKC Wealth is a financial planning company based in London, England. The company was founded with the purpose of helping individuals and businesses achieve their financial goals. With over 20 years of experience in the financial services industry, MKC Wealth has established a reputation for providing personalized and effective financial planning services. What sets MKC Wealth apart from other financial planning firms is their commitment to providing customized solutions that align with their clients' unique needs and goals.

Services & products

MKC Wealth offers a wide range of financial planning services that include retirement planning, investment management, tax planning, and estate planning. The company's team of experienced financial planners work closely with clients to create customized financial plans that help them achieve their long-term financial goals. MKC Wealth also offers a variety of investment products, including mutual funds, exchange-traded funds (ETFs), and individual stocks and bonds.

Location

Located in the heart of London, MKC Wealth's office is situated on Seething Lane, a bustling street in the financial district. The area is home to a variety of businesses, including banks, law firms, and insurance companies. Visitors to the area can expect to experience the hustle and bustle of a busy financial district, with plenty of cafes and restaurants to choose from. The nearest public transportation options include the Tower Hill tube station (0.2 miles), the Fenchurch Street train station (0.3 miles), and the Tower Gateway DLR station (0.2 miles).

Benefits

Customers should choose MKC Wealth because of the company's commitment to providing customized financial planning solutions that align with their clients' unique needs and goals. The company's experienced team of financial planners take a holistic approach to financial planning, helping clients to achieve their long-term financial goals while also managing risk and minimizing taxes.

Good to know

Customers should be aware that MKC Wealth requires a minimum investment of £100,000 for their investment management services. Additionally, the company charges a fee based on a percentage of assets under management.

Reviews

Customers rave about the personalized service and attention to detail they receive from MKC Wealth's financial planners. Many note that the company's customized financial plans have helped them achieve their long-term financial goals, while others appreciate the company's transparency and commitment to managing risk. Overall, customers highly recommend MKC Wealth for their financial planning needs.

Amenities

  • amenity
    free consultation
  • amenity
    online account access
  • amenity
    financial planning
  • amenity
    investment advice
  • amenity
    retirement planning
  • amenity
    tax planning
  • amenity
    insurance coverage
  • amenity
    wealth management

FAQ

What types of financial planning services do you offer?

We offer a range of financial planning services, including retirement planning, investment management, tax planning, estate planning, and more. Our team of experienced financial planners will work with you to create a customized plan that meets your unique financial goals and needs.

How do you customize financial plans to fit individual clients?

We take a comprehensive approach to financial planning, starting with a thorough assessment of your current financial situation and goals. From there, we work with you to develop a personalized plan tailored to your specific needs and objectives. We take into account your risk tolerance, time horizon, tax situation, and other factors to ensure that your plan is the right fit for you.

What are your fees and how are they structured?

Our fees are based on the complexity of your financial situation and the scope of services you require. We believe in transparent pricing and will provide you with a clear breakdown of our fees and how they are structured before we begin working together. We do not charge commissions on investment products, which means that our advice is always unbiased and in your best interest.

What professional qualifications do your financial planners have?

Our financial planners are highly qualified professionals with a range of certifications and designations, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), and Certified Public Accountant (CPA®). We believe in the importance of ongoing education and training to ensure that our team stays up-to-date with the latest developments in the financial industry.

Can you provide references or testimonials from satisfied clients?

We are proud of the work we do and the relationships we have built with our clients. We are happy to provide references and testimonials from satisfied clients upon request. We believe that the best way to understand the value of our services is to hear directly from those who have worked with us in the past.