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Robert Macdonald Email & Phone Number

Chartered Wealth Manager - Regional Partner at Succession Wealth at Succession Wealth
Location: Gourock, Scotland, United Kingdom 4 work roles 2 schools
1 work email found @macdonaldandco.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email r****@macdonaldandco.com
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Current company
Role
Chartered Wealth Manager - Regional Partner at Succession Wealth
Location
Gourock, Scotland, United Kingdom
Company size

Who is Robert Macdonald? Overview

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Quick answer

Robert Macdonald is listed as Chartered Wealth Manager - Regional Partner at Succession Wealth at Succession Wealth, a company with 379 employees, based in Gourock, Scotland, United Kingdom. AeroLeads shows a work email signal at macdonaldandco.com and a matched LinkedIn profile for Robert Macdonald.

Robert Macdonald previously worked as Chartered Wealth Manager - Regional Partner (Scotland West) at Succession Wealth and Director at Macdonald & Co (Wealth Management) Ltd. Robert Macdonald holds Ba (Hons) Financial Services Management, Research Dissertation "Should They Be Wearing Masks?" On Benefits Of Low-Cost Passive Investing from Napier University.

Company email context

Email format at Succession Wealth

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{first}@macdonaldandco.com
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AeroLeads found 1 current-domain work email signal for Robert Macdonald. Compare company email patterns before reaching out.

Profile bio

About Robert Macdonald

Experienced Director with a demonstrated history of working in the financial services industry. Skilled in Pension Funds, Financial Planning, Financial Services, Investments, and Protection. Strong professional with a BA (Hons) Financial Services Management focused in Research DIssertation "Should they be Wearing Masks?" on benefits of Low-cost Passive Investing from Napier University.

Listed skills include Investments, Pensions, Wealth Management, Financial Services, and 3 others.

Current workplace

Robert Macdonald's current company

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Succession Wealth
Succession Wealth
Chartered Wealth Manager - Regional Partner at Succession Wealth
birmingham, birmingham, united kingdom
Employees
379
AeroLeads page
4 roles

Robert Macdonald work experience

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

Chartered Wealth Manager - Regional Partner (Scotland West)

Current

Gourock, Scotland

Succession Wealth is a top-tier UK wealth management and financial planning business. We look after Β£7.75 billion of client funds for more than 20,000 individuals, families and corporations. Founded in 2009, what we have achieved in terms of growth is truly remarkable and, crucially, we have retained our independence.The Succession team includes 600.

Dec 2016 - Present

Director

Macdonald & Co (Wealth Management) Ltd

Gourock, Scotland

Together, our aim is to bring you the most comprehensive source of financial planning advice, guidance and information available matched by unrivalled standards of service and expertise. The appropriate level of product research is important and in recommending any product, we look for a combination of superior financial strength, consistent risk-rated.

Sep 2003 - Dec 2016

Independent Financial Adviser

Inverclyde Solicitors Ea

Greenock

Lead adviser in Financial services division. *Advising existing and new clients on suite of FS products available from the whole of market.

Jan 2000 - Sep 2003

Business Operations - Marketing

Ibm (Uk) Ltd

Glasgow, United Kingdom

Marketing support - SMEs, Academia, Local authority & PLCs

Oct 1982 - Dec 1993
Team & coworkers

Colleagues at Succession Wealth

Other employees you can reach at successionwealth.co.uk. View company contacts for 379 employees →

2 education records

Robert Macdonald education

Ba (Hons) Financial Services Management, Research Dissertation "Should They Be Wearing Masks?" On Benefits Of Low-Cost Passive Investing

Education record

Cowdenknowes High - Greenock
FAQ

Frequently asked questions about Robert Macdonald

Quick answers generated from the profile data available on this page.

What company does Robert Macdonald work for?

Robert Macdonald works for Succession Wealth.

What is Robert Macdonald's role at Succession Wealth?

Robert Macdonald is listed as Chartered Wealth Manager - Regional Partner at Succession Wealth at Succession Wealth.

What is Robert Macdonald's email address?

AeroLeads has found 1 work email signal at @macdonaldandco.com for Robert Macdonald at Succession Wealth.

Where is Robert Macdonald based?

Robert Macdonald is based in Gourock, Scotland, United Kingdom while working with Succession Wealth.

What companies has Robert Macdonald worked for?

Robert Macdonald has worked for Succession Wealth, Macdonald & Co (Wealth Management) Ltd, Inverclyde Solicitors Ea, and Ibm (Uk) Ltd.

Who are Robert Macdonald's colleagues at Succession Wealth?

Robert Macdonald's colleagues at Succession Wealth include Eleanor Trask Assoc. Cipd, Gary Tremarco, Kelly Anderson, Elise Thompson, and Ehson Dejahang.

How can I contact Robert Macdonald?

You can use AeroLeads to view verified contact signals for Robert Macdonald at Succession Wealth, including work email, phone, and LinkedIn data when available.

What schools did Robert Macdonald attend?

Robert Macdonald holds Ba (Hons) Financial Services Management, Research Dissertation "Should They Be Wearing Masks?" On Benefits Of Low-Cost Passive Investing from Napier University.

What skills is Robert Macdonald known for?

Robert Macdonald is listed with skills including Investments, Pensions, Wealth Management, Financial Services, Finance, Strategic Financial Planning, and Protection.

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