McDonald Associates Ltd

Business Description

I am a Chartered Financial Planner and Independent Financial Adviser (IFA) with over 25 years of experience helping individuals, families, and business owners achieve financial security. I provide holistic, independent financial planning, offering tailored advice on investments, pensions, retirement, inheritance tax, and protection.

An award-winning adviser, I’ve been recognised in the VouchedFor Top Adviser list (2021-2024). As Director of Advice and Proposition at McDonald Associates, I continue to advise clients while shaping a truly client-first proposition.

If you're a professional, business owner, or planning for the future, let’s talk.

Start your conversation today. More details are available on my website or call me directly on 07882442806.