About us

With today’s hectic lifestyles, fewer people have the time or understanding to manage their own financial affairs effectively, which is hardly surprising considering the financial world we now live in, is both complex and fast changing. Consequently, at one time or another, most of us need to seek sound professional financial advice.

As a proud Senior Partner Practice of St. James's Place Wealth Management with over 50 years combined industry experience, MKT Wealth Management provides a wide range of wealth management services to both individuals and businesses. Our emphasis is on building and maintaining long-term relationships with our clients and to provide them with a source of trusted advice as their financial needs evolve over the years.

Specialties:

  • Tax efficiency and use of allowances
  • Investment growth/income
  • Planning for income in retirement
  • Protecting you and your family against financial risk

Putting our clients at the centre of what we do, we work with people who are looking for answers and guidance to their financial situation, now and in the future, by providing bespoke financial advice that they can trust.

The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.