Straight-talking financial service advice

For the future you've always promised yourself

Straight-talking financial service advice

Financial planning isn’t really about money or finances. It’s about your goals. Your future. And everyone in it. So whilst our insurance safeguards your wealth right now, our financial services protect and nurture your wealth for the future.

Financial Planning services we offer

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Plan for the tomorrow that’ll soon be today. Plan for the bucket list trips. And the afternoon kips. Plan for the last day of work and the first day of freedom. And all the times you’ve told yourself “it’ll be worth it when I retire.”

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Why choose Macbeth

Straight-talking We don't like jargon. We'll keep things clear and factual so you always know where you stand.

Mandy Everest Private Client Team

Why choose Macbeth

Unapologetically enthusiastic We'll never apologise for our enthusiasm! we're energetic about what we do, because we know the relief that comes from feeling risk-free.

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Why choose Macbeth

Human Our service is really personal and we genuinely care. It's why so many of our clients have become friends.

Expert insights

Expert insights

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Woman sitting at desk smiling

Ready to make a plan?
Our financial advice is straightforward and no-nonsense (just like our insurance). Chat to Simon or Vikki on:

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5* working feedback
I’ve had the pleasure of dealing with Macbeth's for many years now both on a personal and commercial basis. Macbeth does what all agents in any field should; offer impartial advice, deliver excellent service and back up support. I can't recommend them highly enough.
Neil Ferguson