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How We Work

At MacDonald Partnership, we aim to provide you with a clear financial direction, whilst establishing long-term relationships with all of our clients.

Timeline

No obligation initial meeting

Our initial meeting allows us to get to know each other so you feel comfortable that we can work together, and that we can help. This meeting normally lasts around one to two hours and can be held in person, over the telephone or by video call. This gives us lots of flexibility to work with you, wherever you may be.

This meeting gives us the opportunity to gather as much information about you, your financial circumstances, existing plans, and your financial needs and objectives, but it is also your chance to ask questions and get a good idea of the value we can add to your financial planning. We use the information we gather to give you some initial ideas, let you know how we work, and what our costs are. 

Analysing your requirements

We will start by reviewing any existing plans you already have in order to assess their continued suitability and how they fit into your current financial plans. We combine this with all the information we have gathered at our initial meeting and use this to research the market to find the most suitable financial solutions for you.  We then pull everything together to make a recommendation and send this to you in an easy-to-understand financial planning report.

Planning your future

Our report will include a detailed overview of your circumstances, your risk profile and review of your existing planning. We’ll make recommendations in the areas we have agreed, usually to improve your wealth, provide for your retirement, protect your family, and save tax where possible.

This report takes account of everything we have discussed to help find a solution that fully considers the timescales relevant to your objectives, and the most suitable financial products to support your financial plans.

This report will be unique to you and will be sent via post or email ahead of our next meeting.

Recommendation meeting

This second meeting is to discuss the recommendation report we have prepared for you. This will be an opportunity for us to go through it in detail and allow you to ask any questions that you may have.  We will discuss all aspects of the report and recommendation in a way that is as straightforward and easy to understand as possible.

Implementing your plan

When you are happy with what we have recommended and we have fully satisfied your financial planning strategy, we will arrange everything for you, ensuring that your future financial plans can become a reality. Our team will keep the process as simple as possible for you.  All we need is your authority to proceed, then we take care of the rest.

Keeping your finances on track

We will also provide you with an ongoing review service, based on the service level you select with us. This allows us to monitor the progress of your financial plans and update your plan as your goals and circumstances change.

We like to speak to our clients as much as we can, and actively encourage you to contact us whenever you feel you need some help. As a minimum we like to meet with you annually. Looking at any developments that have happened in your life and your investments is important. We can then agree any changes we need to make, to help your continued financial wellbeing.