As a fully qualified Independent Financial Adviser and member of the Chartered Insurance Institute, he has now been looking after clients and providing financial planning advice for over 25 years.

Having been established since 1978, the firm’s aim has always been based on building long term client relationships, enabling them to meet their personal and financial goals and objectives, allowing them to look to the future with confidence.

Ross specialises in providing a highly personalised service with expert advice on a wide range of important areas such as retirement and investment planning, personal and business protection solutions, and inheritance tax and estate planning. In order to provide a complete service to clients, Ross also works closely with several professional connections such as solicitor and accountancy firms.

He is a member of The Chartered Insurance Institute and is a fully qualified Independent Financial Adviser, now with over 20 years’ experience in the financial services industry.

He has been advising and working closely with our clients since joining the firm, but mainly works in a paraplanning role, focussing on the technical and planning aspects that goes on in the background.

Lee’s technical knowledge of the industry has become a key part of our whole advice process, and he has become an invaluable part of the financial services team.

Now with over 30 years of experience in the financial services industry, Anne provides invaluable support to both the running of the business and assisting with all client enquiries.

Jennifer’s experience and set of skills has complemented the firm greatly, with her ability to offer our clients excellent service and offer IT support within the team.

Although originally employed to implement a new back-office computer system, Jennifer now has many other tasks and responsibilities that contribute to the day to day running of the financial services team.

Mark has been working in financial services since 1990, when he first joined Commercial & Agricultural Insurance Brokers as an Independent Financial Adviser, working alongside the business founder, Lindsay Mudie. In April 2018, MacDonald Partnership took over the running of the business as Lindsay decided to phase into retirement, handing the reigns over to Mark who now runs the Arbroath financial services office, looking after all our financial services clients.

Mark is a fully qualified Financial Adviser and is a member of the Chartered Institute of Bankers. He advises on a full range of financial planning services including pension & retirement planning, investments planning, and personal & business protection solutions.

Mark’s aim is to develop close and reliable long-term working relationships with his clients, helping them to navigate through their financial journey and achieve their financial goals.

Many of our Arbroath based clients will have spoken to Audrey over the years, in relation to their Commercial Insurance renewals/alterations to policies and/or claims.

Audrey works from our Arbroath office and provides administration support to Mark Mitchell.

With 20-plus years of industry experience, Tracey happily unravels financial planning conundrums across areas including life assurance, pensions, investments and Inheritance Tax planning.

Previously part of the long-established Hart Insurance Brokers financial advisory arm, Hart Wealth Ltd, Tracey joined MacDonald Partnership in 2023 following the acquisition of Hart Wealth Ltd by Integrity365 Ltd.

Working alongside Tracey in the Financial Services department, Cheryl supports clients in and around Glasgow and Helensburgh.

Cheryl’s role mainly involves assisting with Life Assurance, Income Protection, Healthcare and Personal Accident Cover, whilst also providing administrative support to our Financial Advisers with regards to Pensions and Investments.