8 | Acquisition International, Leading Adviser Awards 2023 Issue 12 2023, Acquisition International | 31 clients can gain insights that the distant approach of competing IFAs cannot provide. Building portfolios in-house for clients enables MB Capital to offer a comprehensive service where the client works closely with with an Investment Manager to receive the professional oversight necessary to obtain financial freedom. The business ensures that clients are fully in control by managing portfolios in-house rather than outsourcing to external fund managers. Through their continuous involvement, the wealth management team can offer in-depth advice and insights on clients’ current financial situation and expectations for the future. As an independently owned investment company, MB Capital is committed to fully serving and meeting the individual requirements of its valued clients. Whether dealing with a new or seasoned investor, the business delivers a professional service tailored to clients’ ambitions and experience. With its comprehensive inhouse services, the company is dedicated to offering honest advice tailored to clients’ needs and aspirations. We cannot wait to find out how MB Capital will continue to exceed expectations with its client-centric and personalised services. MB Capital has received a Leading Advisor Award for Leading Investment Management & Financial Planning Advisory Firm of the Year. Contact: Marcus Bullus Company: MB Capital Web Address: www.mbcapital.co.uk A Personalised Approach to Financial Services As of June 2009, MB Capital began its journey to become a fully FCA regulated Independent Financial Advisor and Wealth Manager. Since its establishment, the business has developed an esteemed reputation for its ability to treat every client as an individual with their own unique set of requirements. Many companies have made the transition to online platforms, reducing the amount of time they spend working with clients on a one-to-one basis. MB Capital delivers a personalised service, working closely with clients to understand their financial needs. Director Marcus Bullus shares here how his career journey has influenced his role in the business, saying, “I became qualified in the Financial Services industry in 2007 with the Chartered Institute of Securities and Investments. Having worked in different areas beforehand, my draw into this area of Financial Services was a thirst for knowledge to better understand how different strategies can affect client outcomes. Establishing my own independent Wealth Management company has allowed me to have full control over building the perfect team to help the clients we work with.” The business has grown organically and continues to receive glowing referrals from its clients, friends, and family. MB Capital is dedicated to building strong relationships and has been delighted to witness friends and family becoming clients and clients becoming close friends. It is MB Capital’s objective to provide an array of services that offer clients assurance when planning their financial future. Services include investments, mortgages, protection insurance options, and tax planning. Clients can utilise the business’s expertise by investing in products such as Pensions, ISAs, Corporate Accounts, and cash accounts. MB Capital is dedicated to understanding clients’ existing financial plans, considering their current situation, and creating a strategy that will allow them to achieve their aspirations. The business has become renowned for its professional and welcoming service. MB Capital recognises that by listening attentively, its team can understand clients’ financial goals and individual needs. As a company responsible for handling clients’ hard-earned money, it is paramount that clients fully comprehend the business’s advice so that they can work together to meet their future goals. Since its inception, MB Capital has remained steadfast in its core values and principles. By nurturing a culture of ethics and integrity, the company can continue providing client-centric services and transparent advice tailored to ensure clients’ requirements are met in the long term. As an IFA and Wealth Manager, MB Capital aims to go above and beyond the limited services of a standard IFA. With its increased level of FCA (Financial Conduct Authority) permissions, the business can build investment portfolios inhouse from individual holdings to increase clients’ focus and diversity. By talking directly to the wealth management team, Located in West London, MB Capital is a wealth management company that prides itself on its holistic approach to private and corporate clients. The business offers a wide range of financial services that address clients’ unique needs and provide a personalised experience. It is MB Capital’s mission to work alongside clients and deliver consistently great customer service. MB Capital has received our award for Leading Investment Management & Financial Planning Advisory Firm of the Year. MB Capital
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