Investments

The ever developing world of investments is a complex area with many obstacles such as investment risk, tax and administration. It is fair to say that these factors are constantly changing.

At David McDonald Financial Services Ltd, we spend as much time as possible getting to know our clients, and in particular, their aspirations and goals. Whether it be capital growth, income or a combination of both, we design a strategy aiming to achieve these goals in line with your tolerence risk whilst ensuring maximum tax efficiency.

We provide a service which is not product driven and each of our clients receives a bespoke strategy which is implemented, monitored and reviewed within timescales over the years.

Our investment services takes into account your long term goals and with the use of different investment structures, including trusts, we are better placed to help you meet your financial goals.

We are not tied to any single provider and over internal systems are designed to ensure that we keep ahead of legislation and investment developments providing you with a bespoke investment strategy.