about us our wealth planners robert macdonald
Chartered Financial Planner and Certified Financial Planner
Chartered Financial Planner & Chartered Wealth Planner
Certified Financial Planner (CISI)
Fellow of the Personal Finance Society (FPFS)
Robert has a simple single desire - to serve. To serve his clients with passion and gusto to ensure that their financial goals and objectives are, identified, implemented and reviewed.
"In my spare time, I enjoy outside space enjoying cycling, running & walking. I also have a ferocious appetite for music and books. I support a number of charities/not for profits and plug in where I can with my support."
Book a meeting
It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.