Robert Macdonald Email & Phone Number

Gourock, Scotland

Succession Wealth is a top-tier UK wealth management and financial planning business. We look after £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 dedicated individuals located at 12 regional offices right across the breadth of the UK. Our 170 outstanding and highly qualified wealth planners work closely and in a position of trust with clients on a bespoke basis across issues such as estate planning, pension transfer, taxation, intergenerational planning, investment and trusts.Our focus is to help clients achieve their full financial potential, giving them clarity for their lifetime financial goals and making them a reality. Ensuring all clients receive personal and exemplary service is at the heart of Succession’s ethos. We are proud to deliver a local service nationally.As an organisation, we continually invest in our client-facing, and client management teams, technology and infrastructure and have our own award-winning Succession investment platform and model portfolio services. We are unique in having a dedicated Retirement Review Centre – a specialist unit set up to complement our wealth planning services. Succession Wealth works hard to support its local communities. Our charity, Succession Giving, fundraises for national charities such as Cancer Research UK. We close our offices for one day each June to enable our entire team to raise funds for local charities.

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 returns, low charges and excellent customer service.We already look after many residents of Inverclyde and beyond. They can choose to deal with us in a variety of ways - directly with one of our advisers on a face to face basis on the telephone, by post or through the internet. To ensure we provide the right blend of quality advice and service, we have Specialist in the Main areas of financial Planning of Investments, Mortgages, Pensions and Protection.

Greenock

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

Glasgow, United Kingdom

Marketing support - SMEs, Academia, Local authority & PLCs

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

Education record