Macfarlane Wealth Partners
Senior Partner Practice of St. James's Place Wealth Management
I provide holistic financial advice to professionals, small businesses and entrepreneurs helping them to reach financial independence and retire when they want, instead of when they can.
By analysing their personal situation, priorities and goals I utilise a cash flow modelling tool to chart their path to retirement. The solutions are offered by St. James's Place Wealth Management with their investment management approach and panel of experts carefully selecting some of the best fund managers in the Market.
After a 20 year career, I can empathise with the fiscal challenges of life and the need for regular reviews. Please contact me if you would like to discuss further how I can help you achieve your financial goals.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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.