McDonald Associates Ltd

Your Financial Partner for a Secure Future

McDonald Associates stands as a trusted financial planning partner, guiding individuals and businesses towards a secure and prosperous future. We are passionate about empowering you to achieve your financial goals through personalized advice and practical solutions.

Our Approach

We believe in a collaborative approach, working alongside you to understand your unique financial situation, goals, and aspirations. We take the time to listen carefully to your concerns and aspirations, identifying potential roadblocks and exploring opportunities for growth.

1. Protection

• Review and enhance your insurance coverage to safeguard your assets and loved ones.
• Develop a comprehensive risk management plan to mitigate potential financial threats.

2. Savings & Investments

• Design a tailored investment portfolio that aligns with your goals, risk appetite, and financial circumstances.
• Leverage our expertise in pension planning, ISAs, and other savings vehicles.

3. Pensions

• Optimize your contributions to maximize retirement savings.
• Develop a strategy for maximizing defined benefit plans and state pension schemes.
• Guide you through the complex world of pension options.

Meet Our Team

Our experienced team of qualified financial advisors boasts decades of collective experience in financial planning, encompassing areas such as:

• David Hammond: Managing Director and Senior Financial Advisor, with over 25 years of expertise.
• Ian Bradshaw: Director, responsible for SSAS and SIPP arrangements, private clients, and investment business.
• Theresa Drew: Group Occupational Pension Schemes Manager, with 30 years of experience in administering group pension plans.
• Daniel Law: Life and Pensions Consultant, providing personalized guidance on all aspects of retirement planning.

Our Commitment

McDonald Associates is committed to providing you with the highest quality of personalized service. We are dedicated to:

• Transparency: We clearly explain the information and processes involved in your financial plan.
• Accessibility: We are responsive to your needs and questions, offering ongoing support and guidance.
• Integrity: We adhere to the highest ethical standards, prioritizing your best interests.

Get in touch today to discuss your financial goals and explore how McDonald Associates can help you achieve financial success!