Gary McDonald
DipFA
I’m based in Lochinver, on the north west coast of Scotland, however, I provide face-to-face advice to the people across the Highlands of Scotland and beyond.
Having worked in customer facing roles for many years I understand the importance of customer service, and I therefore passionately believe in dealing with my clients the same way as I would expect to be dealt with.
About
One of the key principles of my business is working closely with each client, with a focus on building long-term relationships, that are based on trust, and with an understanding that each of my clients circumstances are unique to them, and they deserve a service that is tailored to meet their own specific personal needs and objectives.
This ensures I am able to provide the advice that is needed when it is needed, allowing my clients to look to the future with confidence and optimism.
A major factor in my decision in accepting the invitation to join St. James's Place was based on the ability to be able to offer my clients access to a wide range of products and services, that can be tailored specifically to their needs, and which may not otherwise have been available to them.
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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 18/07/2024
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.
