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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Equity Release

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Inheritance Tax Planning

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Investment Advice

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Pensions & Retirement Advice

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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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Financial Services
Blog

The lesser known benefits of Private Medical Insurance

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Financial Services
Blog

9 Little Known Benefits of Group Life Assurance

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Key Person Insurance
Financial Services
Insurance overviews

Key Person Insurance In Focus

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Business
Blog

Key Person Insurance VS Shareholder Protection – what’s the difference?

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Relevant Life
Financial Services
Blog

Securing your future – Navigating the world of Relevant Life Insurance

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Financial Services
Blog

How to build a magnetic employee benefits scheme

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Financial Services
Blog

The advantages of Employee Benefits

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Income protection
Financial Services
Blog

What is income protection insurance and how does it work?

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Bad Debt
Financial Services
Blog

Top tips to increase your mortgage chances, even with bad credit

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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