Our Services
Our services have been tailored to give you an overview of financial products to suit you where you are in your life and the goals you hope to achieve.
Who We Are
Discover more on our commitment to transparency, trustworthy advice and delivering exceptional client service.
Discover our recent publications on everything relating to finance, wealth and the expat life. We enjoy sharing and educating our expert insights and perspectives to help create better future for all.
Connect, learn, and grow with us with our upcoming events designed for wealth management with peace of mind. We offer webinars, in person events and much more…
We provide a list of other services that can be of use to you.
We’ve published content that can resonate with you.
View our online presence on all major platforms.
Get notified about new articles, latest changes and much more
Miles MacDonald
Role: Wealth Manager
About 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.