FieldsMacDonald Wealth Management

Welcome to FieldsMacDonald

Many people require face to face advice in order to deal with large or complex issues, many others, however, do not require this level of service, but equally don’t want to take on the responsibility of running everything themselves. ​

If you prefer to deal with an adviser on a face to face basis then our Wealth Management service will be the most appropriate option, we can create a full financial plan that covers all of your goals and requirements. All of the advice we give will be tailored to your individual circumstances and priorities, from achieving your retirement goals to managing an Inheritance Tax bill, while taking into account your complete financial situation. The service does however also include access to you own personal client site to enable you to view documents and obtain valuations outside of time spent with your adviser.

Should you prefer a fully on-line approach then our Managed Direct service is refreshingly straight forward and intuitive to use. FieldsMacDonald Wealth Management are always here to answer your questions and provide support, information and guidance. We also always remain on hand to offer you full financial advice should you need it at a later stage (such as when taking pension benefits).

FieldsMacDonald Managed Direct

Welcome to FieldsMacDonald

Many people require face to face advice in order to deal with large or complex issues, many others, however, do not require this level of service, but equally don’t want to take on the responsibility of running everything themselves. ​

If you prefer to deal with an adviser on a face to face basis then our Wealth Management service will be the most appropriate option, we can create a full financial plan that covers all of your goals and requirements. All of the advice we give will be tailored to your individual circumstances and priorities, from achieving your retirement goals to managing an Inheritance Tax bill, while taking into account your complete financial situation. The service does however also include access to you own personal client site to enable you to view documents and obtain valuations outside of time spent with your adviser.

Should you prefer a fully on-line approach then our Managed Direct service is refreshingly straight forward and intuitive to use. FieldsMacDonald Wealth Management are always here to answer your questions and provide support, information and guidance. We also always remain on hand to offer you full financial advice should you need it at a later stage (such as when taking pension benefits).

FieldsMacDonald Wealth Management

FieldsMacDonald Managed Direct