MKC Wealth
William Palfreyman is currently working as a Technical Specialist (Paraplanner) at MKC Wealth in the City of London. Prior to this, William also held roles as a Client Administrator at Ixaris, a Delegate Sales Executive at Worldwide Business Research, and gained valuable insight through work experience at Winterflood Securities. William holds a Bachelor of Arts in History from the University of Sussex.
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MKC Wealth
MKC Wealth is a boutique, independent wealth management firm that provides financial advice to private clients and their families as well as providing advice to corporate clients. We provide advice on inheritance tax, insurance, pensions and investments. We spend time to understand our clients' goals and objectives before designing and implementing a comprehensive financial plan that helps them achieve those goals. We then work with our clients to continually review these plans to ensure they remain on track. We are passionate about ensuring our clients are delighted with the service they receive from us. We have regional offices in the City of London, Wimbledon and Stockport. MKC Wealth is authorised and regulated by the Financial Conduct Authority, FCA no. 428734.