Wealth management is about more than just financial advice – it’s your life, future and legacy.
Niall Macdonald, the founder of Macdonald Wealth, has worked at large financial institutions such as Morgan Stanley and Royal Bank of Scotland, gaining specialist knowledge and expertise in financial planning, investment management, retirement planning, tax services and estate planning.
In 2016, he decided to put his knowledge and experience to good use by establishing Macdonald Wealth with the aim of bringing a fresh, modern approach to wealth management.
Niall is a designated Chartered Wealth Manager, a title awarded by the Chartered Institute for Securities and Investment (CISI) to recognise senior members in the sector at the pinnacle of their profession.
Outside work, Niall enjoys watching and competing in a range of sports and is a keen amateur golfer.
"I came to Macdonald Wealth looking for help dealing with our investments. During our initial meeting, Niall took the time to listen to us, get to know what our priorities were and our hopes for the future. He presented all the various options in a highly professional manner without overwhelming or rushing us in any way. Overall, Niall was able to construct a plan not only for our investments but also for our future retirement plans. Something that I found admirable was his open, honest and transparent discussion around fees. I cannot recommend him highly enough."
"I first heard about Macdonald Wealth through a friend of mine and having looked them up on the internet I found that they were based in the Cotswolds. I needed help with a number of old pension plans. Additionally, I had some accumulated savings that I wanted to get a better return on as leaving it in the bank was giving me little interest. Having already met with and discussed our circumstances with a few other firms, it was clear that Niall stood out. His passion and depth of knowledge far exceeded that of others we had spoken with. He was very personable and made me feel at ease quickly. He carefully constructed his recommendations for my situation all of which was explained clearly and without jargon. I have found Niall’s attention to detail and ongoing support invaluable over the three years we have worked together."
"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."
"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"
"Niall has been our wealth manager for the past two and a half years. During this time, he has always offered sound financial advice based on our objectives as well as our personal needs. He keeps in regular contact with us and provide us with ongoing support as our needs and markets change. He takes the time needed to fully explain our options and to guide us in an appropriate direction. We feel secure in our retirement as a result and we highly recommend his services."
"I have found Niall a pleasure to deal with since I became a client. He has advised me on my investment portfolio and more recently my transition into retirement. All of his recommendations have been explained clearly, costs where explained up front and there was complete transparency throughout the process. Overall, I would say Niall is very personable, approachable and has a wealth of knowledge when talking about financial matters. He delivers his advice in a clear and honest way that gives me real confidence in his recommendations."
"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."