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Claire Macdonald

As a female financial adviser based in Edinburgh, I'm passionate about helping my clients to feel confident and in control of their finances, empowering them to achieve their goals and create a future they're excited about.

About

Whether you are looking to build, grow or protect your wealth - or simply gain a clearer understanding of your financial position - I offer personalised financial planning solutions designed around your goals.

Based in Edinburgh, I support individuals and business owners across Edinburgh, the Lothians and Fife with tailored financial advice covering:

  • Protection
  • Investment Planning
  • Retirement & Estate Planning

If you’d like to review your finances and start building a plan for the future, I'd be happy to hear from you. Please don't hesitate to get in touch to arrange a no-obligation 1:1 consultation.

Promotions

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Advice and services

We offer an excellent wealth management service which will help you achieve your goals

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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 23/08/2024

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.