MKC Wealth Completes Six Acquisitions, Adding £275m AUA

Deal summary

MKC Wealth has completed six acquisitions in the first quarter of 2026, three of which were brokered by Chapters Capital, adding more than £275m in assets under advice and 507 households to the firm.

The six businesses are Executive Lifestyle Planning (Sevenoaks), financial planner Daniel Richards' client book (formerly of Coldrey & Bryant Consultants Ltd), Medical Investment & Financial Management (Buckinghamshire), Peartree Wealth Management (Bishops Stortford), Wealth and Tax (Milton Keynes), and The IFA Partnership (Knutsford, Cheshire).

Chapters Capital is pleased to have advised on Daniel Richards on the sale of his client book, Robert Williams on the sale of The IFA Partnership, and Mark Candler on the sale of Medical Investment & Financial Management.

About MKC Wealth

MKC Wealth is a London-headquartered boutique independent wealth management firm providing financial planning to families, as well and private and corporate clients. The business was acquired via management buy-in in October 2021 by Dominic Rose and Nigel Speirs, both formerly of Quilter Private Client Advisers, and is backed by private equity firm Cabot Square Capital. The firm now manages approximately £3bn in assets under advice, operates an employee benefit trust making all staff shareholders.

About the acquired firms

Daniel Richards, previously at Coldrey & Bryant Consultants Ltd, sold his client book to MKC, joined the firm as a financial planner, and became a shareholder, advised by Chapters Capital.

The IFA Partnership, based in Knutsford, Cheshire, was a sole-adviser practice run by Robert Williams, who is retiring and introducing his clients to MKC, advised by Chapters Capital.

Medical Investment & Financial Management, based in Buckinghamshire, was led by Mark Candler, also retiring, who will introduce his clients to MKC over a handover period, advised by Chapters Capital.

Wealth and Tax, based in Milton Keynes, was led by Tony Byrne and director Cholpon Djanuzakova, both retiring and passing their clients to MKC. Financial planner Jat Bubbra, previously at Wealth and Tax, has joined MKC Wealth.

Peartree Wealth Management, based in Bishops Stortford, saw financial planner Howard Roberts and client support specialist Pauline Tingley join MKC following the transaction.

Executive Lifestyle Planning, based in Sevenoaks, was run by Paul Streat, who is retiring.

What happens next?

All six transactions are complete. Howard Roberts, Daniel Richards, Jat Bubbra and Pauline Tingley have joined the MKC Wealth team. The retiring principals at the remaining four firms will introduce their clients to MKC over agreed transition periods.

MKC Wealth's other recent acquisitions

Money Flow, Goldcrest Financial Planning, Berg-Davies Associates and Sherpa Financial Solutions - October 2025

Four simultaneous acquisitions extending MKC's national coverage across Kingston upon Thames, Surrey, Suffolk and Northwood, London. Each was led by a long-serving adviser retiring following a client transition period.

Yodelar Investments - April 2025

MKC acquired Yodelar Investments and its associated digital platform Yodelar.com, adding approximately £120m in AUA and around 270 clients. The deal extended MKC's digital client acquisition and remote advice capabilities alongside its established face-to-face model.

Warr & Co and Halstead Independent Financial Management - November 2024

Two Greater Manchester acquisitions, adding approximately £70m and £90m in assets respectively. Halstead IFM specialised in advising medical professionals.