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MKT Wealth Management Ltd
       
 
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MKT Wealth Management Ltd
 
 
Overview: 

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 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.

Putting our clients firmly at the heart of everything we do enables us to run a genuinely client-focused business. In our experience, no client is the same and we therefore ensure that we understand your personal or business objectives and deliver solutions that are right for you.

We do not provide off the shelf solutions, but we offer the benefit of a single relationship for all of your financial planning needs. We strive to offer the very best service to develop a long term relationship with you.

We aim to deliver our commitment by:

   Providing personal face-to-face financial advice
   Giving you the opportunity to review your financial affairs regularly
   Effectively managing your investments via our distinctive approach
   Keeping you informed of the latest news and any changes that might affect your personal situation
   Listening to your feedback
   Ensuring that our dealings with you are sensitive to your needs

We specialise in providing high quality personal advice on many aspects of wealth management, advising clients of widely differing financial resources and of all ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax reliefs and aspects of exit strategy planning.


 
 
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