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VerifiedFinancial Services· Founded 2020

Macfarlane Wealth Partners

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

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HeadquartersLondon, United KingdomEmployees18(11 to 50)Founded year2020Websitemacfarlanewealthpartners.comLinkedIn profileLinkedIn

Verified contacts

15

available on Kipplo

LinkedIn employees

18

11 to 50 range

Open roles

no listings

Distinct roles

12

indexed titles

Tech stack

0

tools in use

Monthly traffic

2

organic / mo

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Top roles at Macfarlane Wealth Partners

12 distinct titles indexed · top 10 shown.

  • 2adviser
  • 1associate partner
  • 1business development team lead
  • 1client services executive
  • 1financial planner
  • 1managing partner
  • 1new business paraplanner
  • 1paraplanner
  • 1partner
  • 1partner financial advisor - senior partner practice of st james's place wealth management
  • +2more titles

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