Mackie Wealth Management
Partner Practice of St. James's Place Wealth Management
“Greg has repeatedly put my interests first by giving me sound & trustworthy advice, that corresponds with my requirements. The service & support has been exceptional. Greg has consistently arranged appointments to discuss my portfolio that fit in with my work schedule.”
“We have always appreciated Greg's advice and support over the last 20 years. He has continually re-assured us when markets were unstable and our investments have continued to grow steadily. We were looking to long term investments and Greg has provided this. He has taken our personal circumstances into consideration at all times and we feel this is important as we all have different needs and if our circumstances change, he is always on hand to provide us with sound advice - suitable to us.”
James & Ena Stevenson, Managing Directors, Falkirk
“Greg has helped me massively as I was totally new to all of this and he carefully explained to me everything in a way to help me understand. Greg is a great support and I cannot recommend enough.”
Carly Gourlay, Administrator, Glasgow
“We have known Greg since 2002 when we sold our successful business and he was instrumental in advising us on the pension plans we had in place. With his guidance we were able to mitigate some large tax bills that may have become payable and we have trusted our financial affairs to him ever since. We have moved with Greg on a couple of occasions as we were keen to ensure that we maintained a working relationship with him. We find him to be attentive and pro-active in his approach to financial planning and ultimately he instills confidence with his friendly and professional approach. In addition we have been impressed with the performance we have seen from the investment recommendations Greg has made which has assisted in allowing us to enjoy a fantastic retirement thus far. We would have no hesitation in recommending Greg to others and in fact have referred clients to him in the past and will do so in the future.”
Gordon & Elizabeth Ronaldson, Retired, Edinburgh
“Over the years Greg has given my wife and I invaluable financial guidance and insight and has helped us to feel secure in our future. We trust him to give us the best advice possible and his opinions are always considered and honest. I would not hesitate to recommend him to anyone who values exceptional service and support.”
James Wilson, Graphic Designer, Edinburgh
“I have always found Greg to be most open and honest in any advice he has given me and the service that he provides is first class. He has never put me under any pressure to take on any St. James's Place products and has always discussed fully all options available in relation to the services that are being discussed. I would have no hesitation in recommending him to anyone. ”
Janet Lennie, Gourock
“Greg has been our Financial Adviser for several years now. As clients, we always feel that Greg holds our interests paramount and he informs us as/when required in a way in which we understand fully. Trustworthy advice, excellent communication with regular updates and a very reliable service are a few of the key contributing factors as to why we would have no hesitation recommending him to others. ”
Past performance refers to the past and is not a reliable indicator of future results.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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.