As a Wealth Manager at Private Client Consultancy, Miles MacDonald is dedicated to guiding clients through financial complexities, uncovering opportunities, and helping them achieve their long-term financial goals. Known for his insightful approach, Miles excels at identifying potential issues clients might not be aware of and providing solutions that add genuine value to their lives. His expertise spans financial planning, investment analysis, and portfolio management, and he has a proven track record working with high-net-worth individuals and families across diverse markets.

Although early in his career, Miles has already demonstrated a deep commitment to his clients’ success. His approach is rooted in empathy, reliability, and transparent communication, ensuring he builds strong, lasting relationships. One of his notable achievements with the company includes assisting a close friend in reducing future inheritance tax by over £80,000, a testament to his dedication and strategic insight. Recently, he helped a client couple who, after relocating from the UK to Spain, needed a plan to protect their nephew from significant inheritance tax, an issue Miles mitigated through smart investments to minimise their tax liability.

Miles finds immense satisfaction in his work, particularly in the challenges it presents and the growth opportunities within Private Client Consultancy’s collaborative environment.

Outside the office, he’s a keen golfer, devoted Liverpool fan, and chess enthusiast, pursuits that keep his strategic thinking sharp both on and off the field.