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about us
MacDonald & Co were established in Autumn 2003 with a very clear aim of providing the best independent investment advice.
Together, our aim is to bring you the most comprehensive source of financial advice, guidance and information available matched by unrivalled standards of service and expertise. The appropriate level of product research is important and in recommending any product, we look for a combination of superior financial strength, consistent above-average returns, good value charges and excellent customer service.
We already look after many residents of Inverclyde and beyond. They can choose to deal with us in a variety of ways - directly with one of our advisers on a face to face basis on the telephone, by post or through the internet. To ensure we provide the right blend of quality advice and service, we have Specialist in the Main areas of financial Planning of Investments, Mortgages, Pensions and Protection.
Together, our aim is to bring you the most comprehensive source of financial advice, guidance and information available matched by unrivalled standards of service and expertise. The appropriate level of product research is important and in recommending any product, we look for a combination of superior financial strength, consistent above-average returns, good value charges and excellent customer service.
We already look after many residents of Inverclyde and beyond. They can choose to deal with us in a variety of ways - directly with one of our advisers on a face to face basis on the telephone, by post or through the internet. To ensure we provide the right blend of quality advice and service, we have Specialist in the Main areas of financial Planning of Investments, Mortgages, Pensions and Protection.
Key People
Robert MacDonaldRobert is among the most highly qualified Financial Advisors in Scotland being a Certified Financial Planner and Holding Advanced Financial Planning Certificates in a number of areas. He is also one of a very few Financial Advisers in Scotland to have achieved the CFP accreditation. Robert has been in the business for over 10 years and his background in Marketing with IBM for over 10 years has been very useful.
Dolores WylieDolores has been in the business for over 10 years and is the PA to Robert/Office manager and Senior Financial Services Administrator (boy is she busy!)
Catherine DyerCatherine has been a mortgage consultant for over 20 years having spent most of her time with the Halifax Group of companies before moving in to the independent sector.
Janice KellyJanice has been in professional administration for over 10 years and dealing with a variety of complex administration roles.
John DyerJohn has been in the sector for over 15 years (and yes he is related to Catherine by the highly complicated contract of marriage) and brings his particular skills in mortgage broking. He has the full Financial Planning Certificate and as you would expect, he is a holder of the Certified Mortgage Advice Practitioner qualification.
For more info please call 01475 638100/01475 787674 or email info@macdonaldandco.com
MacDonald & Co is an appointed representative of Mint Financial Services Ltd. who are authorised and regulated by the Financial Services Authority. Your home may be repossessed if you do not keep up the repayments on your mortgage.
MacDonald & Co is an appointed representative of Mint Financial Services Ltd. who are authorised and regulated by the Financial Services Authority. Your home may be repossessed if you do not keep up the repayments on your mortgage.