Inverness Office
Ross MacDonald Cert DipPFS CII(MP)
Independent Financial Adviser
Ross joined MacDonald Partnership, a family firm, in January 1997 and has been running the financial services department since his father’s retirement in 2009.
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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.
Lee MacRae Dip PFS CII (MP)
Independent Financial Adviser/Paraplanner
Lee joined MacDonald Partnership in 2007 having previously worked as an adviser for Co-operative Insurance Services and Clydesdale Bank.
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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.
Anne Robertson
Financial Services Administrator
Anne joined MacDonald Partnership in August 1993 as PA to the then Senior Partner and founder of the firm, Ian MacDonald. Her role has developed over the years to become a key part of the financial services team.
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Jennifer Bell
IFA Support
Jennifer joined MacDonald Partnership in January 2020, bringing her 20 years’ experience in Customer Service, where she progressed through to management level.
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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.
Arbroath Office
Mark Mitchell Cert DipPFA CCBI
Independent Financial Adviser
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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.
Audrey Findlay
Financial Services Administrator
Audrey joined our Financial Services team in January 2022 after 36 years’ service with our General Insurance department, as a Commercial Account handler, assisting the Senior Partner with the large commercial clients’ Insurances.
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Audrey works from our Arbroath office and provides administration support to Mark Mitchell.
Helensburgh Office
Tracey Maleham MA Hons, MSc, Dip PFS
Independent Financial Adviser
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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.
Cheryl Shields
Financial Services Administrator
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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.
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