Goldcrest Financial Planning
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Goldcrest Financial Planning - overview
Established
2018
Location
-, Surrey, UK
Primary Industry
Financial Services
About
Based in Surrey, UK, and incorporated in 2018, Goldcrest Financial Planning Limited operates as a provider of investment strategies, tax and retirement planning, and financial advisory services. In October 2025, MKC Wealth Ltd. , a portfolio company of Cabot Square Capital, acquired Money Flow Ltd, Goldcrest Financial Planning, Berg-Davies Associates LTD, and Sherpa Financial Solutions Limited. Goldcrest specialized in comprehensive financial planning services, including retirement planning, investment advice, estate planning, and wealth management.
Its approach emphasized long-term client relationships and bespoke financial strategies tailored to individual goals.
Current Investors
MKC Wealth Ltd.
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
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