Welcome to Macalvins Wealth
Private Client Services
With over 150 independent lenders and more products than ever, the mortgage market is complex. Whether buying, refinancing, or raising capital, we can help you choose wisely.
Smart pension planning helps you secure the retirement you want. With retirements often lasting 25+ years, it’s vital to build a tax-efficient income that sustains your lifestyle for the long term.
From life cover to income protection, we tailor the right solutions for your needs and budget – giving you peace of mind every day.
Planning early boosts your chances of financial security for you and your family. We’ll help you identify and choose the best savings and investments to meet your goals.
Poor planning can mean paying more tax than necessary. We’ll help make your finances tax-efficient so you keep more of what you earn.
Meet your independent financial adviser
Your principal point of contact will be your Independent Financial Adviser (IFA). As an industry professional with knowledge and expertise in financial planning matters, your IFA will be responsible for meeting with you and advising on your financial affairs, the aim of which is to help you address all your financial planning needs. Being independent, our advisers have access to all products and providers in the marketplace and are therefore well positioned to find solutions that best suit your needs and objectives.