MKC Wealth Expands National Footprint with Four New Acquisitions
- Chapters Capital
- 7 hours ago
- 2 min read
16th October 2025
Private equity-backed MKC Wealth has completed four new acquisitions as part of its ongoing expansion strategy, adding several established independent advice firms from across the UK.
The acquisitions include Money Flow in Kingston Upon Thames, Goldcrest Financial Planning in Surrey, Berg-Davies Associates in Suffolk, and Sherpa Financial Solutions in Northwood, London. Together, these firms bring decades of client relationships and experience to MKC Wealth, enhancing its national presence and adviser network.
Each firm was founded and led by long-serving financial advisers who have now retired following a transition period. MKC Wealth's Chief Executive, Dominic Rose, emphasised that the group’s strategy continues to focus on sustainable, values-led growth by acquiring smaller, well-respected advice businesses whose founders seek to ensure continuity of service for their clients. He highlighted that MKC Wealth is dedicated to providing these clients with consistent, high-quality financial advice while maintaining the personal touch that characterised their previous firms.
The newly acquired firms have praised MKC Wealth’s approach to client care and integration. They noted the firm’s resources, technology, and culture as key reasons for choosing MKC as a successor. According to Rose, many of these advisers spent considerable time reflecting on the best way to ensure clients continue to receive top-notch advice and service, and MKC's structure offered the stability and support they were seeking.
Founded in 2021 by former Quilter executives Dominic Rose and Nigel Speirs, MKC Wealth is backed by private equity firm Cabot Square Capital. Earlier this year, MKC Wealth also completed the acquisition of Yodelar Investments and its affiliated digital advice platform, Yodelar.com, which illustrates the firm’s growing interest in merging traditional financial planning with digital client engagement.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, including MKC, please contact one of our professional associates today for a confidential, no-obligation consultation.
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