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What is Independent Financial Advice?

At MAC Financial we are Independent Financial Advisers, which means we are not limited to the companies or investments that we research, understand, and ultimately may recommend to our clients.

Given this, you can be certain the advice we provide to our clients is about utilising a suitable strategy for each individual.

Understanding Our Clients

Quality financial advice can only be provided through us getting to know you, your beliefs, current circumstances, and what your financial goals look like.

Part of this process involves getting you to think about various aspects of your life, such as:

  • How much income would I like for my retirement?
  • What strategic options are available to achieve this?
  • How do I pay less taxation?
  • Do I need to access my wealth during my working life?
  • What happens if I don’t make it to a suitable retirement age, what happens to my family?
  • How can I live now, but ensure I store enough wealth for the future?

Advice Based Financial Planning

This approach means that product is deemed secondary, as the primary approach is formulating a financial plan that is both bespoke and specific to our clients’ needs.

MAC Financial boasts Independent Financial Advisers who, collectively, have well over 25 years experience in the financial services market advising clients in both their Personal and Corporate Financial Planning.

MAC Financial’s team has been carefully developed to ensure the right individuals perform the most effective roles. In this way, our clients benefit from not only a dedicated Independent Financial Adviser but an allocated Paraplanner and Sales Support. The significant benefit of this is that all of our clients have multiple contact points to ensure the service levels that we promise, are delivered in the most effective way.

MAC Financial believes that Advice Based Financial Planning engenders stronger adviser-client relationships over the longer term. This in itself results in tangible advice outcomes and true knowledge of our clients’ needs and objectives.

For information on any of the above, contact one of our team. Email: info@macfinancial.co.uk