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Wealth Management

At MacDonald Partnership, we offer a holistic Wealth Management service to all our clients. Our aim is to gain a full understanding of your personal and financial circumstances, your investment goals, and your attitude towards investment risk, then use this to create a specific plan that’s tailored to your individual circumstances and expectations.

We work closely with our clients to understand their objectives relating to short, medium and long term investing, and undertake to deliver frequent reviews, communication and continuity, and to treat all our clients with the utmost integrity.

As the tax efficient management of your assets is a key consideration, we want to ensure that you make the most of any tax relief or allowances available. Lowering your liability to tax lowers the investment risk you need to take to achieve your goals.

As we are independent financial advisers, we are not tied to any single investment provider or financial institution, so are unrestricted in the scope of our advice and recommendation we provide.