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Gary Mcdonald Email & Phone Number

Principal at Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place
Location: Lochinver, Scotland, United Kingdom 5 work roles 4 schools
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Current company
Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place
Role
Principal
Location
Lochinver, Scotland, United Kingdom

Who is Gary Mcdonald? Overview

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Quick answer

Gary Mcdonald is listed as Principal at Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place, based in Lochinver, Scotland, United Kingdom. AeroLeads shows a matched LinkedIn profile for Gary Mcdonald.

Gary Mcdonald previously worked as Principal at Gary Mcdonald Wealth Management, Associate Partner Practice Of St. James’S Place Wealth Management and Financial Consultant at Bank Of Scotland. Gary Mcdonald holds Dipfa from Ifs School Of Finance.

Profile bio

About Gary Mcdonald

I have worked in financial services for over 25 years, and provide broad based advice to individuals and business owners, helping them with practical solutions to the financial issues that concern them most.My advice covers all areas of wealth management, including, investment planning, pensions/retirement planning, inheritance tax planning and protection. More details are available on my website at www.garymcdonaldwealthmanagement.co.uk.As an Associate Partner Practice of St. James’s Place Wealth Management covering the Highlands of Scotland and beyond, my emphasis is 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.The Partner/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).The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives

Listed skills include Retirement Planning, Financial Advisory, Investments, Finance, and 16 others.

Current workplace

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Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place
Gary Mcdonald Wealth Management, Associate Partner Practice Of St. James’S Place
Principal
Lochinver, Scotland, GB
5 roles

Gary Mcdonald work experience

A career timeline built from the work history available for this profile.

Principal

Gary Mcdonald Wealth Management, Associate Partner Practice Of St. James’S Place

Lochinver, Scotland, Gb

Principal

Gary Mcdonald Wealth Management, Associate Partner Practice Of St. James’S Place Wealth Management

Financial Consultant

Inverness, Highlands & Islands

Jul 2003 - Apr 2015

Sales Manager

Cis Insurance

Sutherland, Orkney, Caithness, Inverness & Fort William

Mar 2000 - Jul 2003

Financial Advisor

Cis Insurance

North West Scotland

Nov 1995 - Mar 2000
4 education records

Gary Mcdonald education

Dipfa

Ifs School Of Finance

Mortgage Advice Qualification

Chartered Insurance Institute

Financial Planning Certificates 1, 2 & 3

Chartered Insurance Institute

Education record

Spennymoor Comprehensive
FAQ

Frequently asked questions about Gary Mcdonald

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What company does Gary Mcdonald work for?

Gary Mcdonald works for Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place.

What is Gary Mcdonald's role at Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place?

Gary Mcdonald is listed as Principal at Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place.

Where is Gary Mcdonald based?

Gary Mcdonald is based in Lochinver, Scotland, United Kingdom while working with Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place.

What companies has Gary Mcdonald worked for?

Gary Mcdonald has worked for Gary Mcdonald Wealth Management, Associate Partner Practice Of St. James’S Place, Gary Mcdonald Wealth Management, Associate Partner Practice Of St. James’S Place Wealth Management, Bank Of Scotland, and Cis Insurance.

How can I contact Gary Mcdonald?

You can use AeroLeads to view verified contact signals for Gary Mcdonald at Gary McDonald Wealth Management, Associate Partner Practice of St. James’s Place, including work email, phone, and LinkedIn data when available.

What schools did Gary Mcdonald attend?

Gary Mcdonald holds Dipfa from Ifs School Of Finance.

What skills is Gary Mcdonald known for?

Gary Mcdonald is listed with skills including Retirement Planning, Financial Advisory, Investments, Finance, Wealth, Financial Services, Retail Banking, and Mortgage Lending.

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