Business Details
30 Years
experience
Trusted Financial Advisers in Chesterfield
At McDonald Associates, we prioritise our clients by delivering tailored financial solutions rooted in integrity and expertise. Established in 1996, our firm combines over three decades of industry experience with a client-first ethos, offering independent advice across pensions, investments, and wealth management. As Chartered Financial Planners, we adhere to rigorous professional standards, ensuring transparent, jargon-free guidance aligned with individual goals.Our team of seasoned advisers specialises in retirement planning, estate management, and business financial strategies, supported by robust compliance frameworks and partnerships with specialists in mortgages and trusts. With offices in Chesterfield and Guildford, we serve clients nationwide, fostering long-term relationships built on trust and shared success.
Services
Pensions
Savings and Investments
Protection
Auto Enrolment
General Insurance
Wills
Details
- Year established: 1996
Highlights and features
- We offer 30+ years of experience in financial planning and pensions.
- Our team holds Chartered status, reflecting technical excellence and ethics.
- Client-first approach with transparent, jargon-free advice.
- FCA-authorised, ensuring regulatory compliance and client protection.
- Nationwide service with offices in Chesterfield and Guildford.
Associations and certifications
- Financial Conduct Authority
- Chartered Financial Planning
Services
Pensions
We provide comprehensive pension advice, including SSAS and SIPP management, retirement income strategies, and tax-efficient planning. Our experts help clients navigate pre- and post-retirement options, ensuring financial security tailored to individual goals.
Investments
Our investment services focus on portfolio management, risk assessment, and long-term growth strategies. We align investments with clients' risk profiles and financial objectives, offering ongoing reviews to adapt to market changes and life events.
Protection
We design protection plans covering life, critical illness, and income replacement. Our approach ensures clients safeguard their families and businesses against unforeseen circumstances while integrating with broader financial strategies.
Auto Enrolment
We assist businesses in complying with auto-enrolment regulations, selecting suitable pension schemes, and managing employee communications. Our services include scheme administration and ongoing compliance support for employers.
Wills
We collaborate with partners to provide will-writing services, ensuring clients' wishes are legally documented. Our advice includes inheritance tax planning and intergenerational wealth transfer strategies.
People
Ian McDonald
Adviser and Director
With over 30 years in financial services, Ian specialises in SSAS/SIPP administration and investment portfolios. He joined McDonald Associates in 2000 and holds a passion for football and family time.
Dan McDonald
Adviser and Director
A Chartered Financial Planner with 20+ years' experience, Dan focuses on pensions and investments. He balances family commitments with coaching youth football and supporting Sheffield Wednesday.
Sarah Thompson
Head of Compliance
Sarah oversees compliance across all offices, ensuring adherence to financial regulations. She enjoys outdoor activities and resides with her partner and large dog, Ares.
Clare Wilson
Office Manager
Clare has managed administrative operations since 1996, handling client valuations and FCA reporting. She enjoys cooking, international cuisine, and family holidays.
John Davies
Pension Administrator
John administers SSAS/SIPP clients, processing returns and client meetings. He is a Sheffield United season ticket holder and enjoys Greek island holidays.
Questions
What services does McDonald Associates offer?
We provide pensions, investments, protection, auto-enrolment, general insurance, and wills services, tailored to individual and business needs.
Are you regulated by the FCA?
Yes, we are authorised and regulated by the Financial Conduct Authority, ensuring compliance with industry standards.
Do you offer nationwide services?
Yes, we serve clients across the UK from our Chesterfield and Guildford offices.
What is your approach to financial advice?
We adopt a client-first approach, offering transparent, jargon-free advice tailored to your unique financial goals and circumstances.
Can I arrange a consultation?
Yes, email or call us to schedule a meeting with one of our experienced financial advisers.
