About Private Client Consultancy

Discover more on our commitment to transparency, trustworthy advice and delivering exceptional client service.

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Why Choose Private Client Consultancy as your Wealth Management Experts

When you are considering the services of a Private Client Wealth Management company, key factors to take into consideration are trust, customer service and quality of the service provided.

At Private Client Consultancy we pride ourselves on our case by case solutions tailored to each one of our clients’ needs and goals.

When selecting us to manage your finances you are not just selecting another wealth management firm, you are partnering with an ally who will prioritise your success and peace of mind.

The value a good adviser can give is understanding what people want to achieve in the future - their aims, objectives, life goals, for them their family

Andy Oliver - CEO

A Team Committed To Our Clients

At Private Client Consultancy, our team is dedicated to putting our clients first.

Managing wealth is more than just numbers, it’s also about understanding your unique vision, your goals and assisting you in achieving that.

Our qualified and experienced professionals are committed to giving you the service you deserve by building personalised strategies and sharing their expert guidance.

Our focus on building lasting relationships makes us proud to say we are transparent, trustworthy and proactive to help you achieve financial success.

Our aim is to help you achieve your financial objectives both now and, in the future, for the benefit of you and your loved ones

Values Anchored On Trust, Competence and Credibility

Our core values of trust, competence, and credibility are the foundation of everything we do at Private Client Consultancy

We believe that success is built on a relationship of mutual trust and respect.

Great professional service but with a personal touch added through contact and advice. Miles McDonald has now got my investments going the right direction and showing good returns, long may it last. Andrea Rosales is an invaluable part of the team, always available as my first point of contact with any problems or queries. She offers helpful advice, contacting the right people when necessary and technical skills to keeps me up to date with information available to my phone and computer.

Professional service with a personal touch Ian Soulsby

I feel lucky to have met Miles Macdonald and Andrea Rosales at PCC. Both have been super helpful and responsive in helping me with my financial planning. They take time to explain and re explain if needed. They've made my financial decision making simpler than I've ever experienced before.

Making financial decision-making simple SARAH SHEPPARD

Miles and Andrea have been advising me for over a year now and I while I never write reviews, I must make an exception. I have had a number of financial advisers over the last 18 years and Miles is the only one to not only make sure I have regular reviews, he proactively contacts me when he thinks I should change something, rather than wait for the next review - real proactive financial advice. His advice is perfectly aligned to my risk and pension needs and he is always willing to adjust if something is not developing as expected. Andrea is his perfect support, not only providing clear guidelines and quick turnaround of needed actions, but she takes all the time needed to help with any questions or challenges and has ultimate patience. I highly recommend them both.

Truly proactive financial advice A Porter

Miles MacDonald is my advisor and he has taken my pension, that has taken over 6 years to get to just about breakeven, into profit within the first couple of months. He has introduced me to other investment ideas which are making my money grow. He is personable, helpful and I always feel like he has my best interests at heart. It is a tough decision to take on a financial advisor and believe they are going to get your money working for you. Miles has done that from day 1 and I am finally seeing my money grow! I recommend Miles very highly. He contacts me, keeps me in the loop and gets answers to all types of questions I have. For context, I am a modest investor so my pension is very important to me!

Seeing my money grow from day one Treena Hales

Seeing my money grow from day one Domenica Sproviero

I am so grateful to Miles and the team for supporting me with my complex case and guiding my financial decisions. Through every step, Miles has been enthusiastic, knowledgeable and readily available to provide clear and well thought out explanations for his views and to ensure that he gives me all the information I need to take MUCH smarter decisions than I could ever have made on my own or with my previous financial advisor and their company. In the last 5-6 months we have covered a number of complex topics and continue to complete the process of setting me up not only for now but also for many years to come. I have already seen an impressive financial improvement and I really am appreciative of the client-focused approach, the honesty and the care that Miles provides. I started as a skeptic, from previous negative experiences with another company, but now I am recommending Miles and PCC to everyone I know!

Truly proactive financial advice RJ EA

We Do More Than Just Wealth Management

Private Client Consultancy is more than just a wealth management firm we also provide complementary services.

Find out more here.

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Wealth Management and Financial Advice Made Simple, At Last!

Our team is waiting to hear from you and we’re eager to find the solutions to your problems. Don’t hesitate to get in touch with us today and start your journey to financial prosperity with peace of mind.

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