MacDonald & Co Wealth Management
MacDonald & Co Wealth Management provides financial planning and investment advice to individuals and their families. They have been based at the current site in Greenock for the last ten years and Robert MacDonald, the principle of the firm is one of the most highly qualified financial planners in Scotland, holding the Certified Financial Planner Certificate and also an Honours Degree in Financial Services Management.
MacDonald & Co clients are typically concerned with growing and preserving capital and avoiding the risks of speculative investment strategies. They believe in choosing a medium to long term planning strategy, rather than trying to attempt to predict short term market movement trends. Understanding the process is paramount to the client planner relationship and clients have a clear understanding of risk generated returns from an integrated strategy born from a robust investment philosophy. Clients enjoy their financial affairs being better organised through a comprehensive planning process which in turn leaves their financial affairs better organised and most importantly, the expenses involved within any portfolio usually declines. Through the clarity of discussions and an education of investment matters, clients feel comfortable that their wealth is being looked after in an appropriate fashion to their specific needs.