{"id":1852,"date":"2023-10-17T08:45:33","date_gmt":"2023-10-17T07:45:33","guid":{"rendered":"https:\/\/www.gunnerandco.com\/?post_type=insights&#038;p=1852"},"modified":"2023-10-25T09:25:52","modified_gmt":"2023-10-25T08:25:52","slug":"holborn-financial-merger-with-mkc-wealth","status":"publish","type":"insights","link":"https:\/\/www.gunnerandco.com\/insights\/holborn-financial-merger-with-mkc-wealth\/","title":{"rendered":"MKC Wealth buys Holborn Financial"},"content":{"rendered":"<p>MKC Wealth has acquired Holborn Financial, an independent financial adviser (IFA) based in South West London, which is its\u00a0seventh acquisition of the year so far. The acquisition takes MKC Wealth to almost \u00a31.5 billion in assets under advice, while its team grows to 26 financial planning staff and a total headcount of 90 staff across three UK offices.<\/p>\n<p>Holborn Financial\u2019s team comprises four financial planners and five support staff, who will all join MKC Wealth following the deal, while the firm will continue to operate from its Wimbledon office. Holborn will rebrand as MKC Wealth and its managing director Emyr Blease will join the company as a director with a\u00a0focus on supporting the acquisition of the clients of retiring principals of advice businesses.<\/p>\n<p>Blease said that the deal was \u201cthe right strategic move for all concerned\u201d and that Holborn had \u201cbuilt up a successful business advising discerning private clients, individuals who run and manage their own businesses and those in or seeking a comfortable retirement\u201d.<\/p>\n<p>MKC Wealth was launched in 2021 by\u00a0former Quilter executive\u00a0Dominic Rose and is backed by private equity firm Cabot Square Capital.<\/p>\n<p>Rose commented: \u201cWe continue our strategy of measured growth through the acquisition of like-minded businesses, including those of retiring financial advisers.\u201d<\/p>\n<p>Rose added: \u201cThe opportunity arose to merge with the Holborn Financial team and, having got to know them and their approach, it was very clear we have the same outlook and philosophy. We are building something similar \u2013 the client is truly put at the heart of everything \u2013 so rather than doing it separately we decided to do it together.\u201d<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/www.gunnerandco.com\/\" data-cmp-ab=\"2\"><em>Gunner &amp; Co<\/em><\/a><em>. specialise in IFA sales, IFA business sales, retiring IFAs and IFA client bank sales<\/em><\/p>\n<p><em>To discuss the market for potential acquisitions, speak with our Head of Brokerage Gwill Evans and click\u00a0<\/em><a href=\"https:\/\/gunnerandco-43d446.pipedrive.com\/scheduler\/qJqKv0fj\/initial-meeting-with-gwill-evans\" data-cmp-ab=\"2\"><em>here<\/em><\/a><em>.<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>MKC Wealth has acquired Holborn Financial, an independent financial adviser (IFA) based in South West London, which is its\u00a0seventh acquisition of the year so far. The acquisition takes MKC Wealth to almost \u00a31.5 billion in assets under advice, while its team grows to 26 financial planning staff and a total headcount of 90 staff across [&hellip;]<\/p>\n","protected":false},"featured_media":1323,"template":"","insight-category":[3],"insight-tag":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v22.6 (Yoast SEO v22.6) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>MKC Wealth buys Holborn Financial - Gunner &amp; Co<\/title>\n<meta name=\"description\" content=\"MKC Wealth has acquired Holborn Financial, an independent financial adviser based in South West London.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gunnerandco.com\/insights\/holborn-financial-merger-with-mkc-wealth\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"MKC Wealth buys Holborn Financial\" \/>\n<meta property=\"og:description\" content=\"MKC Wealth has acquired Holborn Financial, an independent financial adviser based in South West London.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.gunnerandco.com\/insights\/holborn-financial-merger-with-mkc-wealth\/\" \/>\n<meta property=\"og:site_name\" content=\"Gunner &amp; 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