Macfarlane Wealth Partners
Senior Partner Practice of St. James's Place Wealth Management
As an Adviser at Macfarlane Wealth Partners, my emphasis is on maintaining a long-term relationship with my clients and their families, working with them as a trusted source of advice as their financial needs evolve over the years.
My approach to wealth planning is very much holistic, covering areas such as protection planning, income protection, retirement planning, savings and investment planning, wills* and tax efficient strategies.
Outside of work I love to spend time with my two gorgeous children as well as continuing my role as Brand Ambassador for my chosen charity, 67 Blankets for Nelson Mandela Day, where we make and distribute scarves and blankets to the homeless throughout the U.K.
*The writing of a Will involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.