The firm has acquired Executive Lifestyle Planning, financial planner Daniel Richards’ client book, Medical Investment & Financial Management, Peartree Wealth Management, Wealth and Tax and The IFA Partnership.
Following the acquisitions, three financial planners and one client support employee have joined the team.
Sevenoaks-based firm Executive Lifestyle Planning was run by Paul Streat, who is retiring.
Following the acquisition of Richards’ client book, Richards has joined MKC Wealth as a financial planner and become a shareholder
Buckinghamshire-based Medical Investment & Fi…
