Inverness Team
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.
Bradley Cross DipPFS
Independent Financial Adviser
Bradley is passionate about helping business owners, individuals and their families navigate the complexities of financial planning.
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With over five years of industry experience, Bradley has acquired valuable insights and skills across different investment strategies, retirement planning and wealth management to help clients achieve their financial goals and objectives. He values the importance of understanding what his clients want out of life, by working with them closely and offering expert guidance tailored to their unique circumstances.
Bradley keeps up to date with the ever-evolving government regulations, which helps ensure that his clients receive the most relevant and informed advice. He is dedicated to providing clear guidance through all stages of life, whether clients are planning for retirement, looking to maximise their tax position or looking to leave a legacy to their family.
When Bradley is not working, he likes keeping active, playing golf and going to the gym. He also has a keen passion for travelling, with his favourite holiday destination being Italy so far.
Lee MacRae Dip PFS CII (MP)
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 Team
Mark Mitchell Cert DipPFA CCBI
Independent Financial Adviser
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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 advises our Arbroath 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.
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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Many of our North East clients will have spoken to Audrey over the years, in relation to their Commercial Insurance renewals/alterations to policies and/or claims.
Audrey works as part of our Arbroath team, providing administrative support to Mark Mitchell.
Helensburgh Team
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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