Macfarlane Wealth Partners
Senior Partner Practice of St. James's Place Wealth Management
I have worked in financial services for over 19 years and provide broad based advice, mainly to Partners, Directors, and owners of small to medium sized businesses helping them with practical solutions to the financial issues that concern them most.
I emphasize on maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years. My philosophy is simple, to provide a highly personalised service with the aim of “earning the right” to be considered as your trusted financial adviser.
Outside of work I enjoy spending time with my family, I’m a big rugby enthusiast and like to play golf, badly.
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.