Macfarlane Wealth Partners
Senior Partner Practice of St. James's Place Wealth Management
I am an experienced private client wealth manager with a broad skill range developed from over 15 years of advising on investment planning, pension planning, tax, insurance and estate planning.
I am committed to building and maintaining trusted relationships with my clients. I help my clients to think long term and implement a financial planning framework that helps them to achieve their particular goal of financial freedom in an efficient and timely manner.
Outside of work I enjoy spending time with family and friends, cycling and exploring different countries and cuisines. I also never says no to a good old pub quiz!
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.