MKC Wealth

29/06/2026

Behind every successful financial planning business is a dedicated compliance team working tirelessly to uphold the highest standards for our clients and colleagues.​

We're delighted to celebrate the recognition of Morven Grierson, who has been featured in the ICA's 25th anniversary publication. This well-deserved acknowledgement reflects not only Morven's expertise and commitment, but also the invaluable work carried out by our compliance team every day.​

Their dedication, professionalism and attention to detail help ensure we continue to deliver trusted advice with confidence and integrity.​

“Compliance will continue to evolve towards a more predictive, data-driven and judgement-led function. At the same time, AI governance is becoming a core part of the compliance agenda. Issues such as data quality, model oversight and ethical use are already emerging as key areas of focus, particularly given the potential impact on client outcomes. The ICA has an important role to play in supporting this transition. Equally important is the role it plays in bringing professionals together, because as the role becomes more judgement-based, the ability to share experience and perspective becomes increasingly valuable.” - Morven Grierson

26/06/2026

Women in Financial Advice Awards 2026​

We are delighted to celebrate the incredible achievements of our team members who have been nominated for the Professional Adviser Women in Financial Advice Awards 2026.​

🎉Congratulations to:​

Morven Grierson• Role Model of the Year (Medium Firms)• Outstanding Contribution to the Profession​

Sarah Waring• Role Model of the Year (Medium Firms)​

Amy Myall• Marketing Influencer of the Year​

Lauren Ferreira• Rising Star (Advice)​

Kate Manifold• Financial Adviser of the Year (North West)​

Minna Panahinejad• Financial Adviser of the Year (London)​

Chanel Van der Merwe• Rising Star (Non-Advice)​

Vicky Baldwin• Woman of the Year – In-house Adviser Support (Small/Medium Firms)​

Jenny Swindells• Woman of the Year – Paraplanning​

Julie James• Team Leader of the Year (Medium Firms)​

These nominations are a testament to the talent, dedication and impact each individual brings to our clients, colleagues and the wider profession every day. We are incredibly proud to see their hard work and commitment recognised at a national level.​

Congratulations to all the nominees, and best of luck at the awards!​

23/06/2026

Join us on 8th July 2026 in Brentwood for our upcoming Financial Planning on Divorce Seminar.

Our Professional Services Team will be covering key pension topics affecting family lawyers, including offsetting (PAG2 & Duxbury), recent case law and Ombudsman decisions, public sector scheme implementation including McCloud, pension apportionment methods, and implementation timelines.

The session will also include a quick-fire update on practical issues such as scheme administrator transfers, crystallised vs uncrystallised funds, drawdown valuations, cash equivalent fluctuations, in specie transfers, death benefits, and more.

A great opportunity to stay up to date on pension matters and discuss challenges with pension experts.

Date: Wednesday 8th July 2026

Time: 9.30 to 11.00 (arrive at 9am for teas / coffee and registration)

Location: Holiday Inn Brentwood, Brook Street, Brentwood, CM14 5NF (M25, Junction 28)

For more information and to register – click here: https://mkcwealth.com/financial-planning-on-divorce-update-2026/

10/06/2026

On Friday the 3rd of July, some of the MKC Wealth team will be taking on the challenge of climbing Mount Snowdon to raise funds for our three incredible charity partners: Just Finance Foundation, Spark Youth, and St Mark's Debt Advice Centre ( https://www.communitymoneyadvice.com/centre/st-marks-debt-advice-centre-chester )

We'll be lacing up our hiking boots and heading for the summit in support of organisations that help people build financial resilience and overcome some of life's toughest challenges.

Just as climbing Snowdon requires determination, preparation, and support, navigating personal finances and overcoming debt can often feel like a mountain to climb. No one should have to face that journey alone.

Every step we take up the mountain will help raise vital funds for these charities and the life-changing work they do. But we can't reach our fundraising goal without your support.

Please consider sponsoring our climb and cheering on the MKC Wealth team. Your donation will help provide financial education, mental health and enterprise support, and debt advice for people who need it most.

If you'd like to support us, please donate here: https://www.justgiving.com/crowdfunding/mkcwealth-snowdon-2026?utm_medium=CF&utm_source=CL

Thank you for helping us make a difference.

11/05/2026

07/05/2026

MKC Invest is cutting UK gilts and boosting exposure to emerging market debt, citing rising UK-specific risks. It’s adding M&G and Legal & General emerging markets bond funds, highlighting stronger yields, diversification and improving fundamentals.


You can read the full story here: https://mkc-invest.com/insights/mkc-cuts-gilts/?_gl=1*1q4inl7*_up*MQ..*_ga*NzM5NjIyNDI4LjE3Nzc5OTk3OTI.*_ga_QT037TP9GZ*czE3Nzc5OTk3OTEkbzEkZzEkdDE3NzgwMDAxMjUkajYwJGwwJGgw

The value of investments can go down as well as up, and you may get back less than you invest.

MKC Invest, the investment arm of MKC Wealth, has cut its holdings in UK gilts and increased its weighting in emerging market debt across its portfolios.

07/05/2026

And finally - the MKC Invest brand refresh is here! 🚀

It’s introduced a bold new look: deeper purples and blues for focus and discipline, with electric violet adding energy and momentum.

Some portfolios follow the market. Theirs are built to think about it.

MKC Invest designs and manages model portfolios for clients working with our financial planners, combining disciplined thinking with a global perspective.

The new website brings this to life with a sharper, clearer design.

Take a look yourself here: https://mkcinvest.com

23/04/2026

Join us for an insightful and practical complimentary seminar focused on protecting and planning your financial future.


Hosted by MKC Wealth Financial Planners, Emyr Blease and Lauren Ferriera, alongside Rebecca Huscroft, Founder and Estate Planner at iform, the session will cover key updates to pension inheritance tax rules, explore how to manage potential tax liabilities, and highlight the importance of trust and estate planning in safeguarding your wealth. You’ll also gain practical strategies and real-life examples to help bring effective planning to life.


On the day, enjoy engaging presentations, a live Q&A, and a light lunch with refreshments at the historic and prestigious Leander Club. There will also be the opportunity for a 1-to-1 consultation, with event concluding at 2pm.


Spaces are limited, so be sure to secure your place via our upcoming events: https://mkcwealth.com/events/

17/04/2026

Behind the scenes!

Earlier on this week, the MKC Invest team, along with a few special guests from MKC Wealth, kicked off filming for our upcoming “Eye of Horus” short documentary.

This project will give clients, investors, and fund managers a look at how we work as a team to sift the whole UK fund market, hunting for those rare gems our clients deserve.

Managing Director of MKC Invest (and writer/director of our film) Rick Eling delves deeper into this philosophy with Madeleine Anderson at Citywire.

You can view the full article here: How MKC Wealth uses 'The Eye of Horus’ to pick funds (https://gbr01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fcitywire.com%2Fnew-model-adviser%2Fnews%2Fhow-mkc-wealth-uses-the-eye-of-horus-to-pick-funds%2Fa2488006&data=05%7C02%7CJessica.Wilby%40mkcwealth.co.uk%7Caa0f82ac164d4179602808de9bbe078a%7C37e88a8d5d5d421680cd014d7bc90d48%7C0%7C0%7C639119437642372280%7CUnknown%7CTWFpbGZsb3d8eyJFbXB0eU1hcGkiOnRydWUsIlYiOiIwLjAuMDAwMCIsIlAiOiJXaW4zMiIsIkFOIjoiTWFpbCIsIldUIjoyfQ%3D%3D%7C0%7C%7C%7C&sdata=WsF5SZQQQ4SrF5oTj3w01Y6uqF9GEi%2FgQRJctoH9wbI%3D&reserved=0)

Stay tuned.

14/04/2026

📣 Join us live this Thursday!

We’re hosting a webinar on 16 April at 12pm, led by our Financial Planning Director, Sarah Waring.

She’ll be joined by an expert panel:
Rick Eling, Managing Director at MKC Invest
Trevor Hubner, Lead Portfolio Manager at MKC Invest
Lauren Ferreira, Financial Planner at MKC Wealth
Liam O’Donnell, Fund Manager at Artemis Fund Managers

With the situation in the Middle East continuing to evolve, particularly around the ongoing Iran conflict, this is a valuable opportunity to hear directly from our experts. The panel will share clear, up-to-date insights on what’s happening and what it could mean for markets and investors.

You can register here: https://lnkd.in/e2UhRv6q

💬 Got questions?
Drop them in the live chat during the session or send them in advance to [email protected]