Macfarlane Wealth Partners
Company Management

Macfarlane Wealth Partners

Financial Services London, City of, United Kingdom 18 employees
Employees
18

Macfarlane Wealth Partners Overview

Headquarters
London, City of, United Kingdom
Industry
Financial Services
Employees
18
Founded
2020
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Macfarlane Wealth Partners

Macfarlane Wealth Partners is a leading financial planning and wealth management advisory firm, specialising in providing intelligent wealth management advice to UK and international investors. We do not provide off the shelf (or off the web) solutions but offer you the benefit of a single relationship to meet your financial needs both now and in the future. Our structured advice process is designed to help you make informed decisions and avoid costly errors, with the overriding aim being to establish and maintain trust and to build mutually beneficial long-term relationships. We are here to ensure you have the money you need to live the life that you want. Your home may be repossessed if you do not keep up repayments on your Mortgage. The Value of your investment can go down as well as up. You could get back less than you invested. Exit Strategies may include the referral of a service that is separate and distinct to those offered by St James's Place. Macfarlane Wealth Planners 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) SJP Approved 27/12/2023

Macfarlane Wealth Partners Contact Details

People in AeroLeads
4

Macfarlane Wealth Partners Org Chart

Sample employees and titles
Name Title Contact
Hannah Hawkins Bsc (Hons) Ba (Hons) Senior Paraplanner at Macfarlane Wealth Partners, Senior Partner Practice of St. James's Place Wealth Management
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Ollie Smith Partner at Macfarlane Wealth Partners
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Gavin Macfarlane Managing Partner at Macfarlane Wealth Partners
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Martin Snow Adviser at Macfarlane Wealth Partners
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Employees by Management Level

Individual contributor 7 profiles
Senior / Lead 2 profiles
Manager 1 profile

Department Contact Coverage

Department Contacts Email Phone
Finance 1 1 0

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