Advice Based Financial Planning

MAC Financial is a firm of Independent Financial Advisers who specialise in one thing – 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.

Considering the following questions will give you a feel to how we approach our clients' planning:

  • 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?


MAC Financial boasts Independent Financial Advisers who, collectively, have well over 20 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:


Complaints Procedure


If you wish to register a complaint, please write to MAC Financial  or telephone 0207 234 0789

A summary of our internal complaints handling procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at    or by contacting them on 0800 023 4 567.