*This service is not regulated by the FCA
I have been a client of Macdonald Wealth since 2016 and would highly recommend their services, initially we sought their services to advise us on our retirement. Since that time, we have had several meetings dealing with our investments and more recently our longer-term estate planning. It is refreshing to work with someone who is truly interested in their client’s needs, circumstances and preferences. I’d happily recommend Macdonald Wealth to anyone.
David – Dursley
My husband and I first met Niall’s over 3 years ago, since then we have been very impressed with his competence, integrity and knowledge which are invaluable as we are both now retired. Niall regularly gets in touch with us with visits several times a year where we review and make any changes to our portfolio, after each visit, we receive a very detailed report. Overall, I would say Macdonald Wealth are a highly professional firm with a proactive approach to their work and have been more than pleased with their service.
Nicola – Cheltenham
My wife and I have been clients of Macdonald Wealth for some years now, during this time, he has delivered clear and comprehensive advice on a wide range of issues with the utmost integrity. I have continued to find his personal, yet highly professional approach very assuring at all times. His diligence, attention to detail and readiness to respond to our queries and needs as they arise could not be bettered. I have no hesitation whatsoever in referring Macdonald Wealth to someone looking for a client-focused wealth manager.
Mark & Karen – Bristol
I met with Niall a number of years ago and have received nothing but a top-class experience. He listened to my thoughts and future plans for my family and then talked through various options, advising me as to which was the best way forward. He developed a comprehensive investment strategy for us as we reached retirement and consolidated various pension plans in line with this strategy, the performance has been excellent particularly when considered in the context of the turbulent investment markets. I look forward to a long and successful relationship with Macdonald Wealth and have no hesitation in recommending them to others.
Jon – Gloucestershire