Maurice Macdonald Associates

Our Promise is Peace of Mind

Take advantage of our extensive knowledge, commitment to superior customer service, and dedication to excellence.

Superior Reliability

Attention to detail and a deeper understanding of our customers’ needs.

Experience and Execution

Expert knowledge, a passion for progress, and a determination to deliver.

Our Goal is your Gain

A quality service which helps make your life easier!.

Welcome to Maurice Macdonald Associates

Independent Financial Advisers and Wealth Managers

Who We Are

Maurice Macdonald Associates is a whole of market independent advisory firm.
We advise on Pensions, Investments,Tax Planning, Protection and Mortgages.

Our Expertise

Maurice J Macdonald DipPFS CeMap formed the company in 1990 and has the following qualifications.

Diploma in Financial Planning
Financial Planning Certificate
Certificate in Financial Services
Certificate in Mortgage advice
Certificate in Life & Pensions

Our Approach

Our aim is to put the “right money in the right hands at the right time”.
Since our establishment in 1990 we have been helping private clients and businesses to manage their wealth and protect their families and businesses against the unexpected in the most tax efficient manner.

Regulatory

Maurice Macdonald Associates
Sole Proprietor: Maurice J Macdonald
The information contained within this website is subject to the UK regulatory regimeand is therefore primarily targeted at customers in the UK.
Should you have cause to complain,and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service which can be contacted as follows.
The Financial Ombudsman Service
Exchange Tower,London,EH14 9SR

About Us

We were established in May 1990 so have celebrated 25 years as an IFA and Wealth Manager.

We have built a loyal Clientele over our many years in business and look forward to growing together in the years to come.

Maurice Macdonald DipPFS CeMap is the Principal of the Firm and has over 30 years experience in the industry.

Ann Macdonald is the Firm Administrator and Financial Controller.

Each client is Personal to us and treated Individually.

We would conduct an Initial Fact Finding Assessment to establish your present financial position and your future needs and requirements.
This initial meeting is free of charge.

We use state of the art research tools such as Morningstar, Iress Exchange, Defaqto, and Mortgage Brain.
We use this whole of the market research to construct a bespoke solution in line with your Attitude to Risk and Capacity for Loss.

Learn more

Contact Us

Please contact us at
Maurice Macdonald Associates 10 Melville Street
Edinburgh,
EH3 7NS
Telephone: 01312602790
Mobile: 07718905618
Email: info@mmaindependent.co.uk