Gavin Macfarlane

Financial Wellbeing in a World worth Living in I help clients to create a strategy for their future, which for the majority of the people I have met is either something they haven’t got to yet or they are too busy to have done. In particular, I will help you to: ► Plan for the point in time you are able to stop work or to do something different. (Help you realise when this is and what it looks like). ► Have confidence that you have a strategy which optimises tax reliefs available in a diversified well managed portfolio. ► Be secure as you go through life’s phases including thinking about your own security and how to pass assets to your children or loved ones. I have worked in financial services for over 19 years. I started my career in the city in IT with Accenture in 2000 and then worked for Nomura and Barclays Capital before setting up my own Wealth Management practice that provides financial advice to 120 client families across the three locations of London, Hong Kong and Edinburgh. My role is to ensure my own clients are well looked after and to bring on the 9 other partners in the practice to build their own client banks within SJP. I am keen to develop relationships with: ► Managing Directors and Directors at major investment banks. ► Partners at the big four accountancy firms. ► Business owners wishing to exit their business. If you would like further details, please message/connect with me or view my website at:- www.macfarlanewealthpartners.com When I'm not working, I enjoy being outdoors in Scotland and Sussex where I live. I love playing golf and watching rugby and spending time with my three amazing girls. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. Auto-Enrolment products are not regulated by the Financial Conduct Authority. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 25/06/2025