Our People

Patrick Macdonald

Role

International Financial Adviser

Location

Spain-Costa del Sol

Previous Experience

Patrick is a qualified international financial adviser working from the Marbella office. For many years in the UK he ran his own financial services company and is a ‘child’ of the FSA regime.

Patrick has clients all over Spain, Europe and the Middle East and regularly makes visits to them in person. His mission is to deliver a service which enlightens clients to the financial planning choices available to them as expatriates and to structure their finances in a tax efficient, secure and legal manner.

Areas of Expertise

Qualifications/Accreditations

  • CISI Level 4 UK Regulation
  • CISI Wealth Management
  • CeMAP 1,2,3

Memberships

  • Associated member of the Chartered Institute of Securities and Investment (ACSI), membership number 143815
  • Institute of Financial Services

Contact Patrick

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