Fields MacDonald Wealth Management Ltd

Independent Financial Adviser  Suite 108 Westthorpe Business Innovation Centre, Killamarsh, Derbyshire, S21 1TZ
First meeting at adviser's own cost
We specialise in providing you with quality face to face advice to help meet your financial needs and objectives.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Small business
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020
Meet our advisers
Digby MacDonald
Director

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Peter Fields
Director

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
From: Jill Sainthouse <jill.m.sainthouse…> Date: Monday, 10 October 2016 at 07:48 To: Digby MacDonald <<email address hidden> > Subject: Fwd: Pension Sharing Order. Morning Digby, Just to say the monies came through from Prudential and MetLife – thank you so much. I know Pension Sharing Orders are difficult due to timescales but you delivered exactly what it said on the tin!! The crystal ball worked in our favour and I am so impressed with the service I have received from yourself and your colleague. You have made my life 100% better. Now I can take a deep breath and move on. I shall be recommending Fields Macdonald Wealth Management to friends, colleagues and family. Once again, a huge thank you. Kind regards Jill Sainthouse.
Jill Sainthouse, Dinnington
About us

Fields MacDonald offers a bespoke financial planning service. With Qualified, independent financial advisers with more than 50 years combined experience. We have access to the most up to date technology to ensure we provide peace of mind that your financial future in more secure as a result of working with us.

Our services include:
• Investment Planning
• Inheritance Tax Planning
• Wealth Preservation and Intergenerational Planning
• Pre and Post-Retirement Planning
• Protection Planning, including Life Insurance and Private Medical Insurance

With the recent changes to pension legislation, it has never been more important to get good quality advice in order to maximise your tax efficient savings allowances.

Our services

We build long terms lasting relationships with our clients helping to provide peace of mind and financial security.

We believe that quality professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive ongoing review service designed to create real value for our clients.

Where to find us
Head office address: Suite 108 Westthorpe Business Innovation Centre, Westthorpe Fields Road, Killamarsh, Sheffield, South Yorkshire, S21 1TZ
Preferred clients
Minimum wealth (income/assets)
£20,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 25th May 2020

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