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Dominic Rose
Chief Executive Officer at Mkc Wealth
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Work Experience
Chief Executive Officer
Oct 2021 - Present · 3 years and 2 months
Quilter - Private Client Advisers
Strategy And Acquisitions Director
Sep 2016 - Jan 2021 · 4 years and 4 months
Acquisitions, Marketing And Sales Director
May 2012 - Jul 2016 · 4 years and 2 months
Company Details
11-50 Employees
MKC Wealth is a boutique, independent wealth management firm. We invest our time to understand our client’s goals and needs before designing and implementing a comprehensive plan to meet them. We then work with our clients to continually review these plans to ensure they remain on track. We provide advice to private clients and their families as well as providing advice to corporate clients. We are passionate about ensuring our clients are delighted with the service they receive from us. Investment Solutions and Portfolio Management Services: Using the diverse experience of our investment team and a rigorous process, we deliver bespoke investment solutions to meet our clients’ financial objectives. Our portfolios cater for different risk/reward strategies, combined with effective tax planning for private individuals, companies and trusts. Retirement Planning and Pensions Transfers On retirement your biggest asset should be your pension fund. Changes in the pension market have given you a much greater choice in how to build and draw your retirement income. Our advisers ensure our clients are aware and can take advantage of all these opportunities. Protection As an independent insurance broker we are not tied to one provider. We access the whole market to find the most appropriate and cost effective solutions to protect our clients' income, health and financial security. Without obligation, our advisers can quickly tell you whether you have the correct amount of protection for you, your family or your business. MKC Wealth is authorised and regulated by the Financial Conduct Authority, FCA no. 428734.
Year Founded
2003
Social Media
Linkedin
Industry
Financial Services
HQ Location
10-13 Lovat Lane City of London, England EC3R 8DN, GB
Keywords
Retirement Planning & Pensions Transfers AnalysisFinancial PlanningInvestment Solutions & Portfolio Management ServicesInsurance & Protectionand Individuals & Businesses within the LegalAccounting & Medical professionsFinancial Services & IT sectors.
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