Client Experience
As a client of Macdonald Wealth, you can expect an experience that’s collaborative and transparent. We approach every opportunity in a personable and flexible manner, allowing us to develop long-standing, trusting relationships.
Discovery
Our process begins by gaining a deeper understanding of your financial and personal circumstances and aspirations, from current investments and savings to retirement plans and pension schemes.
Analysis
We analyse your entire financial situation and work with you to build a comprehensive and strategic plan. Whether that includes a tax optimisation strategy, estate planning or an effective investment proposition, we draw upon a wide range of services to achieve your vision.
Recommendation
Through a detailed recommendation, we outline a clear path ahead, showing you where you stand today and what you can expect in the future. This strategy is accompanied by an interactive analysis, showing you what it will take to get there.
Implementation
We take care of all administrative aspects of implementing your plan and offer full transparency of our service. Through integrated technology, we receive daily updates on your investment plans, and where appropriate, you will have individual access to real-time valuations. For clients without online access, we provide a direct line to staff who can provide a valuation over the phone.
Review
As circumstances change, even the most successful plans must be flexible. With this in mind, we look to meet with you and update you regularly. Meetings can be arranged as often as required, and as life presents new opportunities and challenges, we are always on the end of the phone.
