About Us

At McDonald Associates, our approach is based on the principle that a sound financial base is essential in order to meet both corporate and personal long-term objectives in life and that, to succeed, you need to plan ahead.

Our aim is to provide a comprehensive service that will help meet your long term goals.

We offer:

Advice, which is independent of any bank, building society, insurance company or investment group.

Discussions with, and recommendations from us, both initially and when you require further advice. These may be in your home, place of work, in our offices or over the telephone.

A financial report on your situation and analysis from confidential information supplied by you. We will liaise with your other professional advisers as necessary.

Tax mitigation advice in areas of financial planning such as employee and shareholder remuneration, company disposals and exit, pension and relevant planning. Investment solutions and estate planning. Private health care and long term care.

Our advice, and responses to your verbal and written questions, are supported by computer and hard copy based research and analysis of appropriate financial products.

Advice, which is independent of any bank, building society, insurance company or investment group. Discussions with, and recommendations from us, both initially and when you require further advice. These may be in your home, place of work, in our offices or over the telephone. A financial report on your situation and analysis from confidential information supplied by you. We will liaise with your other professional advisers as necessary. Tax mitigation advice in areas of financial planning such as employee and shareholder remuneration, company disposals and exit, pension and relevant planning. Investment solutions and estate planning. Private health care and long term care. Our advice, and responses to your verbal and written questions, are supported by computer and hard copy based research and analysis of appropriate financial products.

 

Meet the Team

David Hammond

Tel: 01246 813567

About David

Managing Director, Senior Financial Adviser and Pension Consultant with over 25 years experience. Managing Director of McDonald Trustees Ltd.

Ian Bradshaw

Tel: 01246 813567

About Ian

Director with over 20 years experience in financial planning, responsible for SSAS and SIPP arrangements, private clients and, specifically investment business. Director of McDonald Trustees Ltd.

Theresa Drew

Tel: 01246 813567

About Theresa

Group Occupational Pension Schemes Manager, with 30 years experience, responsible for administration of group pension arrangements (Defined benefit and Defined contribution).

Daniel Law

Tel: 01246 813567

About Daniel

Life and Pensions Consultant, with 10 years experience within the firm.

James Gregg

Tel: 01246 813567

About James

SSAS Development Officer, Pensions Administrator with over 20 years experience of pensions administration.

 

Want to know more?

Call us for a friendly chat on 01246 813567 or email: info@mcdonaldassoc.f9.co.uk