Straight-talking financial service advice

For the future you’ve always promised yourself

  • Tailored advice across pensions, protection and wealth planning
  • Support at every stage, from building wealth to preserving it
  • Straight-talking guidance from trusted advisers

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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.

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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
Insurance overviews

Sensible financial protection for your business

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Our Group Life Insurance Overview
Financial Services
Insurance overviews

Group Life Assurance in Focus

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Our Relevant Life Insurance Overview
Financial Services
Insurance overviews

Relevant Life in Focus

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Our Group Health Insurance Overview
Financial Services
Insurance overviews

Group Health Insurance in focus

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Financial Services
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The secret family farm tax workaround every farmer should know

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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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