McDonald Wealth Management LTD

: Leyland Golf Club House, Wigan Road, Leyland, Lancashire, PR25 5UD

: FCA Number: 670375

Website Image of McDonald Wealth Management LTD

McDonald Wealth Management Ltd, located near the vibrant Leyland, Lancashire, offers a range of financial planning services to assist clients in navigating their financial futures. As a trustworthy firm regulated by the FCA (No. 670375), our aim is to provide regulated advice on life and investments, pensions and retirement planning, and final salary pension transfers. We're not just a faceless corporation; we pride ourselves in being approachable for first-time investors, providing tailored solutions that fit individual circumstances. Serving clients from Greater Manchester and surrounding regions, we're based in the tranquil setting of Leyland Golf Club House. Trust McDonald Wealth Management Ltd with your financial journey and experience a service designed wholly around your financial needs.

Their team includes one financial adviser. Check FCA registration here.

McDonald Wealth Management LTD are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to McDonald Wealth Management LTD from the Motorway

From the M6:
At Junction 28, please take the B5256 exit towards Leyland.
Proceed to turn right onto Leyland Way, otherwise known as B5256.
Following that, make another right turn onto Wigan Road, also designated as A49. Your destination will subsequently be found on your left side.

List of advisers under McDonald Wealth Management LTD:

McDonald Wealth Management LTD 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 http://sjp.co.uk/products

SJP Approved : tbc

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Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.