Lesley Macdonald

Lesley Macdonald Email and Phone Number

Business Manager - Oakway Wealth Management @ St. James’s Place
London, GB
Lesley Macdonald's Location
London, England, United Kingdom, United Kingdom
About Lesley Macdonald

Lesley Macdonald is a Business Manager - Oakway Wealth Management at St. James’s Place. They possess expertise in wealth management, strategic financial planning, high net worth individuals, financial advisory, investment management and 6 more skills.

Lesley Macdonald's Current Company Details
St. James’s Place

St. James’S Place

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Business Manager - Oakway Wealth Management
London, GB
Website:
partnership.sjp.co.uk/gilsongrayfinancialmanagement
Employees:
32
Lesley Macdonald Work Experience Details
  • St. James’S Place
    Business Manager - Oakway Wealth Management
    St. James’S Place
    London, Gb
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  • St. James’S Place
    Business Manager - Oakway Wealth Management
    St. James’S Place Jul 2023 - Present
    London, England, United Kingdom
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  • St. James’S Place
    Practice Manager - Martello
    St. James’S Place Apr 2022 - Jul 2023
    London, England, United Kingdom
    Practice Manager at Martello - Lifestyle Financial Planning specialists. Overseeing our advisory proposition and coaching and development of the advice team.
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  • St. James’S Place Wealth Management
    Practice Manager - Paul Leaver
    St. James’S Place Wealth Management Jan 2013 - Mar 2022
    London, United Kingdom
    Senior Paraplanner and Practice Manager to Paul Leaver. Also offering technical support on a consultancy basis covering the following areas of financial planning:Pension analysis and replacement including Defined Benefit transfersPlanning at retirement, including Income DrawdownInvestment analysis and asset allocationEstate Planning and Trust PlanningAll areas of Protection Planning
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  • St James'S Place Wealth Management
    Paraplanner - Gregory Associates
    St James'S Place Wealth Management Apr 2008 - Jan 2013
    London, United Kingdom
    Senior Technical Paraplanner at Gregory Associates - a Principal Partner Practice within St James's Place.
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  • Smith & Williamson
    Financial Planning Assistant
    Smith & Williamson Jun 2012 - Dec 2012
    London, United Kingdom
    Personal financial planning specialising in Defined Benefits and pension sharing on divorce.
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  • Rk Shipman
    Paraplanner
    Rk Shipman Feb 2007 - Apr 2008
    Paraplanner at RK Shipman Insurance Brokers and Financial Advisors (now Shipman Financial Planning) - a Chartered Financial Planning company.
  • Standard Bank
    Intern
    Standard Bank Dec 2004 - Jan 2005
    Intern placement with Standard Bank (South Africa) on the Interest Rate Derivatives - Sales & Structuring desk within Global Markets.
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Lesley Macdonald Skills

Wealth Management Strategic Financial Planning High Net Worth Individuals Financial Advisory Investment Management Personal Finance Estate Planning Inheritance Tax Planning Trusts Asset Allocation Wealth

Lesley Macdonald Education Details

Frequently Asked Questions about Lesley Macdonald

What company does Lesley Macdonald work for?

Lesley Macdonald works for St. James’s Place

What is Lesley Macdonald's role at the current company?

Lesley Macdonald's current role is Business Manager - Oakway Wealth Management.

What schools did Lesley Macdonald attend?

Lesley Macdonald attended The Open University, University Of Johannesburg, The Hill High School.

What skills is Lesley Macdonald known for?

Lesley Macdonald has skills like Wealth Management, Strategic Financial Planning, High Net Worth Individuals, Financial Advisory, Investment Management, Personal Finance, Estate Planning, Inheritance Tax Planning, Trusts, Asset Allocation, Wealth.

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