MKC Wealth Acquires Remote Advice Firm Yodelar, Boosting Digital Capabilities
- Chapters Capital
- 4 days ago
- 2 min read
8th April 2025
Private equity-backed MKC Wealth has expanded its digital offerings by acquiring Yodelar Investments Ltd and its associated platform, Yodelar.com, for an undisclosed sum, raising its total AUA to approximately £2.5bn. MKC Wealth was launched in 2021 by former Quilter executives Nigel Speirs and Dominic Rose, with backing from Cabot Square Capital. The firm is strategically building its position within the digital advice market.
Yodelar.com, established in 2017, provides detailed fund performance information and investment analysis. It attracts both high-net-worth investors and independent financial advisers seeking transparency and performance metrics. For those seeking personalised advice, Yodelar Investments, founded in 2019, now manages around £120m in assets for approximately 270 clients through remote delivery channels.
Dominic Rose, CEO of MKC Wealth, expressed the significance of this acquisition: “We now have the online business of Yodelar.com, which is growing rapidly and generating significant new advice inquiries. Alongside Yodelar’s existing remote service, we can now offer these clients face-to-face meetings, enhancing our long-term client relationships.”
Under the acquisition terms, Yodelar.com will retain its branding, while Yodelar Investments will be integrated and operate under the MKC Wealth name. Sean Deery, Head of Yodelar.com, emphasised the alignment of company values: “Yodelar has recognised the transparency modern consumers demand, which clearly aligns with MKC’s values and ambitions.”
MKC Wealth's acquisition strategy emphasises digital capabilities, remote advice, and transparent investment solutions, reflecting broader industry trends toward technological integration in financial planning services. In November 2024, MKC Wealth acquired two Greater Manchester-based firms, Warr & Co Independent Financial Advisers, managing £70m in assets, and Halstead Independent Financial Management, an adviser specialising in medical professionals with £90m in assets.
The team here at Chapters Capital has supported MKC on several previous successful transactions. It is great to see them continue to deliver on their growth plans.
At Chapters Capital, we specialise in financial planning and wealth management M&A and understand the importance of strategic acquisitions for growth. Whether you are considering a sale, merger, or expansion or want to learn more about buyers in the space, including MKC, contact one of our professional associates today for a confidential, no-obligation consultation.