Lee MacDonald

Areas of expertise

Retirement Planning
Estate Planning including Inheritance Tax Mitigation
Tax Efficient Investing
Business & Personal Protection

Experience

Lee has more than 25 years’ experience in the Financial Services industry and has worked for Evelyn Partners for more than 13 years. He is a Chartered Financial Planner and Pension Transfer Specialist who advises a wide range of clients including wealthy families, business leaders, owners of successful companies and Trustees.

Notable Client Work and Achievements

Lee has a wealth of experience advising high earners, business owners and inter-generational financial planning.
Lee’s long-term client relationships are built on a foundation of trust. He helps clients discover their financial aspirations with the confidence of a robust financial plan. Lee typically works with clients who aspire to get to important places, financially. As opposed to just settling with where they just, arrive.

Professional Qualifications and Memberships

Associate member of the Personal Finance Society
Chartered Financial Planner
Advanced Diploma in Financial Planning