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
Company Details
- Employees
- 18
- Founded
- -
- Address
- 40 Bank Street, London,e14 5nr,united Kingdom
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- macfarlanewealthpartners.com
- Keywords
- Investment and Tax Planning Advice, Inheritance Tax and Estate Planning, Children’s Education Fee Planning, Pensions Advice, Retirement Planning, Health, Life and Income Protection, Business Exit Strategies, Specialist Banking, Mortgages, ISAs, Regular Investing.
- HQ
- London
Macfarlane Wealth Partners Questions
Macfarlane Wealth Partners's website is macfarlanewealthpartners.com
Macfarlane Wealth Partners's LinkedIn profile is https://uk.linkedin.com/company/macfarlane-wealth-partners
Macfarlane Wealth Partners has
18 employees.
View email and phone details for 18
employees at Macfarlane Wealth Partners.
Macfarlane Wealth Partners's industry is
Financial Services
Macfarlane Wealth Partners's top competitors are
Pepper Money Uk,
Kwm Wealth,
Fairstone Group Ltd,
Spencer Rose,
Quilter,
Apollo Private Wealth,
Clearwater Wealth Management,
Macfarlanes,
St. James’s Place,
Aag Wealth Management.
Macfarlane Wealth Partners's categories are Financial Services
Macfarlane Wealth Partners's founding year is 2020
