Mary MacFarlane
DipPFS MCBI
Based in Inverness, I provide financial planning advice to clients throughout the Highlands, Skye and beyond.
I hold Level 4 Financial Planning Diploma (DipPFS) and Chartered Banker Diploma (MCBI). I am an Accredited Workplace Financial Education Specialist and a member of the Chartered Insurance Institute.
About
With over 30 years’ experience in the financial services industry, I understand the importance of delivering excellent service, communicating clearly, and building meaningful relationships with my clients. I am passionate about supporting both individuals and businesses to achieve their financial goals through the provision of high-quality financial advice.
In particular, I can help you to:
- Plan your financial future – including Retirement Planning, Investment Planning including Discretionary Fund Management*, Tax Efficient Solutions, Inheritance Tax Planning
- Protect yourself and your business
- Provide financial education in workplaces, supporting both employers and employees in achieving financial wellbeing
I provide a highly personalised, discreet and confidential level of service; offering financial advice that will help my clients achieve their needs and objectives, now and for their future.
Away from work, I love keeping fit and early morning circuits sets me up nicely for the day ahead!
The value of an investment with St. James's Place or Rowan Dartington can go down as well as up. You may get back less that you invested.
*Through Rowan Dartington, the discretionary fund management and stockbroking arm of St. James's Place.
Promotions
Item 1 of 2
We have many years of experience in wealth management and we are dedicated to your financial well-being.
My team are dedicated to your financial well-being.Advice and services
We offer an excellent wealth management service which will help you achieve your goals
Testimonials
Item 1 of 4
News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
More about St. James's Place
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 29/01/2024
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.
