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Testimonial from Dental Practice owner
Testimonial from Dental Practice owner
Testimonial from Dental Practice owner

Personal Financial Planning

Helping you to plan

Many people associate financial planners with suave salesman types. Not Mac. Mac will sit down with you to help you establish where you are now, where you want to be and what you need to do to get there.

Mac is a Certified Financial Planner (Institute of Financial Planning) as well as a Chartered Financial Planner (Chartered Insurance Institute) and also a Fellow of the Institute of Chartered Accountants (FCA). He generally deals with self-employed professional individuals, irrespective of age, who would benefit from Personal Financial Service.

Mac strongly believes in developing long term relationships with his clients and working with them with a view to achieving their financial goals. Clients have often commented on his practical, pragmatic approach and caring attitude.

We are based in North London but service clients all around the country, so don’t let distance put you off!
We are happy to offer an introductory meeting of up to half an hour at our offices, at our expense after which Mac would be able to identify areas that need addressing and provide an indication of costs involved.

Specialist Practice Areas

  • Retirement Planning - personal financial planning for retirement
  • Protection - Life and other cover - personal protection insurance of all kinds
  • Post retirement Planning
  • Estate planning - Inheritance Tax and use of Wills and Trusts.
  • Tax Planning and Compliance - for UK income and Capital Gains.

The Financial Conduct Authority does not regulate Wills or Trusts and not all forms of Inheritance Tax and Estate Planning.

Please note that this service is independent of the accountancy and taxation services that we provide.

Contact Us

Contact Mac today on 0208 _346 0391 to discuss your financial planning needs in more detail. Why not give us a call today?