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David MacLaren
BA (Hons)

Private Wealth Director

David has over 30 years of private wealth experience working with senior executives, entrepreneurs and families to design and manage investment portfolios aligned to long term goals and legacy.

With an Honours Degree from The University of Edinburgh David has the academic and real-world experience to deliver discreet council of the highest quality. Beyond investment and tax planning David brings board-level experience and a corporate consulting background which allows him to understand the most complex of requirements.

Areas of Expertise

  • Pension Analysis, Advice, Management
  • Retirement Planning
  • Pension Planning
  • Inheritance Tax Planning
  • Succession Planning
  • Tax Planning
  • Wealth Management
  • Investment Portfolio Management
  • International Savings & Investment Options
  • Investment Review
  • Insurance & Family Protection
  • Education Fee Advice & Planning
  • High Net Worth & Ultra High Net Worth
  • Private Client Wealth and Estate Planning
  • Cashflow Forecasting & Modelling

Qualifications & Awards

Financial Planning Certificate

Chartered Institute for Securities and Investment

BA (Hons)

Regions Covered

  • Europe Excluding UK
  • UK
  • Middle East

Recognition