Our People

Stuart MacDonald FPFS

Stuart MacDonald FPFS

Managing Director

  • T: 0131 221 6965

Stuart founded the company in 1999 having previously spent many years as an investment adviser.  Stuart has a wealth of experience and is widely considered to be one of the most accomplished advisers in the UK.

During the course of the company's development Stuart has spent time as both a pensions specialist and head of the company's investment department.  He is a Chartered Financial Planner and a Fellow of the Personal Finance Society. Stuart now spends the majority of his time advising on private client wealth management strategies and he has a particularly strong reputation in the area of taxation and estate planning.