Macfarlane Wealth Partners
Financial Services
London, City of, United Kingdom
18 employees
- Employees
- 18
Macfarlane Wealth Partners Overview
- Headquarters
- London, City of, United Kingdom
- Website
- macfarlanewealthpartners.com
- Industry
- Financial Services
- Employees
- 18
- Founded
- 2020
- NAICS
-
Finance and InsuranceMonetary 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 | Location | 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 | London, England, United Kingdom |
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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 | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
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