Additional information

Overview:

At McDonald Associates, our approach is based on the principle that a sound financial base is essential in order to meet both corporate and personal long-term objectives in life and that, to succeed, you need to plan ahead. Our aim is to provide a comprehensive service that will help meet your long term goals.

We offer:

Advice, which is independent of any bank, building society, insurance company or investment group.

Discussions with, and recommendations from us, both initially and when you require further advice. These may be in your home, place of work, in our offices or over the telephone.

A financial report on your situation and analysis from confidential information supplied by you. We will liaise with your other professional advisers as necessary.

Tax mitigation advice in areas of financial planning such as employee and shareholder remuneration, company disposals and exit, pension and relevant planning. Investment solutions and estate planning. Private health care and long term care.

Our advice, and responses to your verbal and written questions, are supported by computer and hard copy based research and analysis of appropriate financial products.

Negotiation with product suppliers for the best terms, including enhancements and special offers.

An annual review on request, together with a statement of the financial arrangements made through McDonald Associates.

Continuity of advice and informed opinion on personal and corporate financial planning from an independent firm with more than 25 years' of experience.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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