Wimbledon-based IFA, Holborn Financial has merged with MKC Wealth. Nigel Speirs, Chairman of both MKC Wealth and Holborn Financial said “As chairman of both businesses it became apparent that bringing them together would create a better outcome for clients and staff.”
Dominic Rose, CEO of MKC Wealth added, “We continue our strategy of measured growth by merging with like-minded businesses where the principal wants to ensure continuity for their clients while having a less hands-on role. The opportunity arose to merge with the Holborn Financial team and, having got to know them and their approach, it was really clear that we have the same outlook and philosophy. We are building something similar; clients are truly put at the heart of everything, so rather than doing it separately we decided to do it together”.
Managing Director Emyr Blease, who founded Holborn Financial has joined MKC Wealth as director and will focus on supporting the acquisition of the clients of retiring principals of advisory businesses. The firm’s team of four financial planners and five support staff have also joined and will continue to be based at the Wimbledon office. The business has been re-branded MKC Wealth.
Emyr Blease explained, “We have built up a successful business advising discerning private clients and individuals who run and manage their own businesses and people in or seeking a comfortable retirement. My duty and that of my colleagues to these clients remains. We will ensure that they will be very well looked after. This is the right strategic move for all concerned.”
MKC Wealth has 26 financial planners, a team of 90 staff across three offices and approximately £1.5bn of assets under advice.