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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.
Janice KellyJanice has been in professional administration for over 10 years and is our office manager. She deals with the day to day running of the office and staff. As Roberts primary support she undertakes daily tasks for him not dissimilar to that of a paraplanner (she is very busy!).
Lesley McLarenLesley has been with us now for 2 years and wears many hats in the office ranging from greeting our clients to general administration and also looks after all our IT issues.
For more info please call 01475 638100 or email info@macdonaldandco.com
MacDonald & Co is a trading style of MacDonald & Co (Wealth Management) Ltd which is authorised and regulated by the Financial Services Authority.
MacDonald & Co is a trading style of MacDonald & Co (Wealth Management) Ltd which is authorised and regulated by the Financial Services Authority.