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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

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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.

Sara Smith

Administrator

Caroline Macpherson

Financial Administrator

Advice & Services

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

Protecting you and your finances
Our insurance and protection products are designed to look after you and those you love, should life take an unexpected turn.

Testimonials

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Mary MacFarlane has been an absolute pleasure to work with and has explained our investments in detail. Always professional and able to speak about things in a way that is easy to understand. She also follows up to review how things are doing and suggest revisions/changes that would benefit our r...

Duncan Iain Macdonald| Architect, Tain
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

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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 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.