Wealth manager and Financial Planner MKC Wealth has announced six acquisitions in 2026 so far, adding £275m in Assets Under Management and Advice.
The firm is back by private equity investors Cabot Square Capital and has been highly acquisitive in recent years.
All of the latest acquisitions were completed before 5 April.
MKC Wealth says the deals will add £275m AUM and 507 households to the firm.
The six acquisitions are:
• Executive Lifestyle Planning (Sevenoaks) - a Sevenoaks-based firm run by Paul Streat, who is retiring.
• Daniel Richards, Financial Planner (formerly of Coldrey & Bryant Consultants Ltd). Daniel Richards joins MKC as a Financial Planner following the acquisition of his client book and becomes a shareholder in MKC Wealth.
• Medical Investment & Financial Management Ltd (Buckinghamshire). MKC Wealth has acquired the Bucks-based firm whose retiring adviser, Mark Candler, will be introducing his clients to the MKC team over a transition period.
• Peartree Wealth Management Ltd (Bishops Stortford). Peartree Financial Planner Howard Roberts and client support person Pauline Tingley have joined the MKC team.
• Wealth and Tax Ltd (Milton Keynes). Wealth and Tax Financial Planners Tony Byrne and Cholpon Djanuzakova are retiring and passing on clients to MKC over a handover period. Wealth and Tax’s Jat Bubbra is joining the MKC Wealth team as a Financial Planner.
• The IFA Partnership Ltd (Knutsford, Cheshire). Sole adviser Robert Williams is retiring and is introducing his clients to MKC.
Dominic Rose, CEO of MKC Wealth, said: "Each of these acquisitions reflects what we are about as a business — finding advisers who have spent careers building deep, trusting relationships with their clients, and giving them the confidence to hand those clients over knowing they will be looked after with the same care and dedication.
MKC Wealth describes itself a boutique, independent wealth management firm providing Financial Planning to private clients, families and corporate clients. The firm manages £3bn in assets under advice.
MKC says staff remuneration at MKC Wealth is partially contingent on client feedback and every member of the team is a shareholder via an Employee Benefit Trust.