Independent wealth management firm MKC Wealth has acquired Yodelar Investments and Yodelar.com for an undisclosed amount.

Yodelar.com is an online platform providing fund performance information and analysis to prospective investors, which was established in 2017.

Clients who decide to receive advice through the site are directed to financial advice business Yodelar Investments, which was founded in 2019 in response to demand for advice from clients of Yodelar.com.

Yodelar Investments is made up of a team of six staff, including three financial advisers, who provide advice to high net worth clients.

The business has £120m of assets under administration (AUA) and 270 clients, and its acquisition brings MKC Wealth’s AUA up to £2.5bn and represents its third acquisition of 2025.

MKC Wealth will retain the Yodelar.com brand, while Yodelar Investments will operate under the MKC Wealth brand.

“We are delighted to welcome the Yodelar team to MKC,” stated MKC Wealth CEO, Dominic Rose.

“This is a particularly exciting transaction for us as not only do we have some more great people joining us, but we now have the online business of Yodelar.com which is growing incredibly fast generating significant numbers of new advice enquiries that we can support via our financial planning team.

“In addition to the existing remote advice offering of Yodelar, we can offer the clients a face-to-face service which will increase the proportion of enquiries via the website who become long-term financial planning clients.”

Also commenting on the deal, Yodelar Investments director, Roy Devine, said: “We have seen such strong demand for advice from clients via Yodelar.com that we felt we needed to find a larger firm to merge with that shared our values of absolute transparency and great client service.

“When I met the team at MKC Wealth I was struck by how passionate the team are for looking after their clients. We also wanted to find a home for the Yodelar Investments team where we could be confident that they would thrive and be supported.

“We found this with MKC, who also have the capacity to serve the strong flow of new clients from Yodelar.com.”

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