MacDonald Partnership

What could Labour's first Autumn Budget have in store? From taxation to pensions, there has been great speculation as to what could be included in the 30th October Budget, but what could these potential changes mean for financial planning? Tune in to the latest episode of the Integrity365 Financial Insights Podcast to hear from MacDonald Partnership's Bradley Cross DipPFS and Integrity365's Marcus Rayer as they delve into this timely topic. YouTube: https://lnkd.in/e4gGeag2 Spotify: https://lnkd.in/e7udt8sB #ukfinance #independentfinancialadvice #ifa #financialplanning #autumnbudget

Who are you leaving your assets to? When it comes to appointing a beneficiary, whether that be for a will, insurance document, pension plan or trust, you may be quick to add a name without proper consideration and forget about it soon after. However, your choices here can have a lasting impact on your loved ones and their financial future. MacDonald Partnership Independent Financial Adviser Ross MacDonald DipPFS CII MP discuss some key points to consider as part of this process: https://lnkd.in/ep2YJCQ2 #estateplanning #ifa #financialplanning #financialadvice #inheritance

Want to better understand and engage with your pension? Whether you are a young professional just starting to save or someone nearing retirement age, we believe everyone should have a good understanding of their finances, and being more engaged with your pension is an easy step that your future self will thank you for. In the latest Integrity365 Financial Insights Podcast episode, our colleagues Nicola Glass and Douglas Sims DipPFS discuss 'Managing the Modern Day Pension' including: 🔍 Tracking Down Lost Pensions 💻 Employer/Employee Contributions 📱 Online Engagement Tools ⚖️ Investment Options & Risk 📈 Retirement Savings Goals 💰 Tax Implications and much more! Search 'Integrity365' on Spotify or watch on YouTube here: https://lnkd.in/dPEwmmDc #pensions #pensionadvice #pensionplanning #retirement #retirementplanning

Watch Now ▶️ Tax-Smart Retirement Planning For those of you who missed it last week, you can catch up on the latest Integrity365 webinar below:

Register now for this upcoming webinar with our colleague Nicola Glass at @Integrity365 :

Due to the expansion of our Inverness team, we are looking to hire a talented Financial Planning Administrator. We are keen to hear from individuals who share our values of trust, transparency and integrity, in order to provide high-quality financial advice and exceptional client experience. Desirable skills and experience: ✔️ Financial Planning Administration ✔️ Intelliflo Office ✔️ Experience working with an Independent Financial Adviser ✔️ Strong work ethic ✔️ Willingness to be part of an exciting, growing business and a great team! If you would like to apply or request further information about this position, please get in touch at info@macifa.co.uk

Welcome to the team, Bradley! We are delighted to announce Bradley Cross DipPFS as the newest addition to our team of experienced Independent Financial Advisers based in Scotland, and will be working out of MacDonald Partnership’s Inverness office alongside Ross MacDonald DipPFS CII MP. With over five years of industry experience, Bradley has acquired valuable insights and skills, and values the importance of understanding what his clients want out of life, by working with them closely and offering expert guidance tailored to their unique circumstances. Bradley comments: “I am delighted to be joining MacDonald Partnership, an independent financial advice firm which has held a strong presence in Inverness since 1978. Being part of a business that has clients at the forefront of everything they do was a key deciding factor in accepting the role, and I very much look forward to start helping clients achieve their overall goals and objectives.” Due to the growth of our Inverness team we are also looking for a Financial Planning Administrator to support Bradley and our clients. If you are interested in hearing more about this position, please do not hesitate to get in touch. #financialplanning #ifa #independentfinancialadvice #invernessjobs #inverness #hiringinscotland #recruitment

We’re #hiring a new Financial Planning Administrator in Inverness, Scotland. Apply today or share this post with your network. #financialplanningjobs #financialadvicescotland #invernessjobs

Join the growing MacDonald Partnership team in Inverness! Due to the expansion and development of our financial advisory team, an exciting opportunity has emerged for a Financial Planning Administrator to join the MacDonald Partnership team in our Inverness based office. Find out more at https://lnkd.in/dSZ88R6K #invernessjobs #scotlandrecruitment #jobsinscotland #financialplanning #ifascotland #scottishfinancialadvice

Looking to better understand and optimise your pension savings? Whether you're just starting to save for retirement or wish to maximise your existing pension provision, our helpful guide aims to help make Managing Your Pension Savings simpler. Throughout this PDF guide we discuss: ✔️ Types of pensions ✔️ Workplace pension default funds ✔️ Tracking down old pensions ✔️ Pension consolidation ✔️ Passing on your pension ✔️ A helpful case study Download your complimentary copy at: https://lnkd.in/e3QWt6eq Should you have any questions regarding your own pension savings or retirement plans, please do not hesitate to get in touch with an Independent Financial Adviser on 01463 242242 who would be happy to help. #pensions #pensionplanning #workplacepensions #ifa #financialadvice #financialadviser #independentfinancialadvice