Macfarlane Wealth Partners

Financial Services · 11 Employees
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About
Macfarlane Wealth Partners is a leading financial planning and wealth management advisory firm, specialising in providing intelligent wealth management advice to UK and international investors. We do not provide off the shelf (or off the web) solutions but offer you the benefit of a single relationship to meet your financial needs both now and in the future. Our structured advice process is designed to help you make informed decisions and avoid costly errors, with the overriding aim being to establish and maintain trust and to build mutually beneficial long-term relationships. We are here to ensure you have the money you need to live the life that you want. Your home may be repossessed if you do not keep up repayments on your Mortgage. The Value of your investment can go down as well as up. You could get back less than you invested. Exit Strategies may include the referral of a service that is separate and distinct to those offered by St James's Place. Macfarlane Wealth Planners is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) SJP Approved 27/12/2023
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
40 Bank Street London, E14 5NR, GB
Keywords
Investment and Tax Planning AdviceInheritance Tax and Estate PlanningChildren’s Education Fee PlanningPensions AdviceRetirement PlanningHealthLife and Income ProtectionBusiness Exit StrategiesSpecialist BankingMortgages
Location
3
  • 40 Bank Street London, E14 5NR, GB
  • 1/F, Henley Building, 5 Queens Road Central, Central Hong Kong, HK
  • 18 Melville Street Edinburgh, Scotland EH3 7PE, GB

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andywarhol@macfarlanewealthpartners.com
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awarhol@macfarlanewealthpartners.com
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andyw@macfarlanewealthpartners.com
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andy@macfarlanewealthpartners.com
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warhol@macfarlanewealthpartners.com
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