Miles MacDonald

As a Wealth Manager, I’m deeply dedicated to helping clients navigate financial complexities and uncover opportunities to achieve their long-term goals. I pride myself on identifying potential issues that might go unnoticed and offering solutions that add real value to my clients’ lives.

While I’m still early in my career, I’ve already had the privilege of making a meaningful impact—like helping a close friend reduce their future inheritance tax by over £80,000 or guiding a couple relocating to Spain on how to protect their nephew from significant tax burdens.

These experiences remind me why I love what I do: combining strategy, empathy, and transparent communication to build strong, lasting relationships.

Outside of work, you’ll find me on the golf course, cheering on Liverpool, or sharpening my strategic thinking over a game of chess.