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. 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.