MKC Wealth’s Post

"Greg advised us on the end to end process of gaining a successful mortgage application, from working out what our maximum borrowing would be and in turn the max value of a house we could offer up to right through until post completion of the house ensuring our insurance and protection was in place." We’re incredibly grateful when we receive such kind words. All of our team are dedicated to providing exceptional financial planning services, and your satisfaction is our ultimate reward. #wealthmanagement #financialplanning #investsmart

Partnering with DMC Property Advisory means gaining access to a comprehensive network of financial planners, mortgage brokers, and tax accountants. Together, we help you achieve your property goals within your overall financial strategy. Reach out to chat more. #HolisticApproach #PropertyExperts

In the realm of accounting, the thrill of achieving a significant financial goal is unparalleled. Whether it’s making that final mortgage payment or reaching your savings target, these are the moments we live for. I’m curious - as professionals, how do we see our financial journeys reflected in the bigger picture of our lives and careers? Let’s start a conversation and share insights on how our financial achievements shape our paths. #AccountingProfessionals #FinancialMilestones

Hey, Evergreen here. 🌲 If you’re planning for the future, you might be wondering ‘how do I find a trustworthy financial adviser?’ Here’s how… The first thing I would recommend doing is checking the Financial Services Register for the company or person you are considering working with. You can do that on the Financial Conduct Authority's website here: https://loom.ly/zz2Yqfs You can also check review sites like VouchedFor (it’s a site designed to help people find financial advisers, mortgage advisers, solicitors and accountants). In fact, our Director Nathan Waldron has once again been named a VouchedFor Top Rated Adviser, with over 40 verified reviews. Director Ryan Nobbs also holds the Top Rated Adviser accolade and also has over 40 reviews. I wonder who will rack up 50 first? 🏁 👉 See both of their profiles on VouchedFor's site here: https://loom.ly/ORBDuU0 #VouchedFor #FinancialAdviser #FinancialAdvisers #CustomerReviews

Managing your savings effectively is key to building a secure financial future, but it doesn't have to be complicated. Start by setting clear, achievable financial goals; knowing what you're saving for can make all the difference in keeping you motivated. 📞01582 218 278 📩info@kinsbournewealth.com Approver Quilter Financial Services Ltd and Quilter Mortgage Planning Ltd 01/10/2024 #financialplanning #harpendenbusiness

VouchedFor is the platform for finding the best financial, legal, and accounting services in the UK. 👀 Every review is verified, which is why we’re listed on the platform. 🧐 With over 755 positive reviews and a 4.9* rating, you know you can trust mortgage advice from AS Financial. 🙌 For a fantastic service built around your circumstances and goals, visit our website. 📲 #VouchedForScore #VouchedFor #CustomerReviews

It's one of the biggest financial decisions you'll make, and a solid financial plan can make all the difference. Whether it's saving for a down payment, understanding mortgage options, or planning for closing costs, a financial planner can guide you through the process. Ask us how ⬇️ 📧 planners@cultivatingwealth.com ——⁠ ⁠ #FinancialPlanning #FinancialPlanner #RetirementSavings #CPA #PersonalFinance #FinancialGoals #FinancialAdvisor #InvestmentAdvisor #CFP #NYCFinancialPlanner #HamptonsFinancial

🗓️ Mark Your Calendar: CE Webinar for Financial Pros 🗓️ With today's high inflation and soaring healthcare costs, financial security for your older clients is more critical than ever. Discover how incorporating home equity solutions can be a game-changer for your clients' financial plans. Christian Mills will guide you through: 🔹 Addressing common misconceptions about reverse mortgages 🔹 Educating clients on available safeguards and protections 🔹 Using effective strategies and loan scenario models to enhance client success 🔹 Demonstrating comprehensive educational materials transparently Earn CE credit and gain invaluable insights to better serve your clients. Don't miss out! Register today: https://bit.ly/4feOBHA #Longbridge #LongbridgeFinancial #webinar #FinancialProfessional #CEcredit #financialplanning #reversemortgage #homeequity

Transform the Way You Support Your Clients with HoneyPro   Estate planning is more than just a service—it's a responsibility. With HoneyPro, you can provide your clients with bespoke estate planning solutions effortlessly. Whether you're an accountant, financial adviser, or mortgage broker, our online software, endorsed by SRA-regulated solicitors, delivers tailored advice to ensure your clients' legacies are secure. Take the next step in protecting your clients' futures—partner with us today.   #EstatePlanning #FinancialAdvisors #ClientFirst #HoneyPro #ConsumerDuty

🗓️ Mark Your Calendar: CE Webinar for Financial Pros 🗓️ With today's high inflation and soaring healthcare costs, financial security for your older clients is more critical than ever. Discover how incorporating home equity solutions can be a game-changer for your clients' financial plans. Christian Mills will guide you through: 🔹 Addressing common misconceptions about reverse mortgages 🔹 Educating clients on available safeguards and protections 🔹 Using effective strategies and loan scenario models to enhance client success 🔹 Demonstrating comprehensive educational materials transparently Earn CE credit and gain invaluable insights to better serve your clients. Don't miss out! Register today: https://bit.ly/45UUiGo #Longbridge #LongbridgeFinancial #webinar #FinancialProfessional #CEcredit #financialplanning #reversemortgage #homeequity