Ross McDonald
As an Adviser within a Senior Partner Practice of St. James's Place based in Aberdeen, I take pride in building and maintaining a long-term relationship with my clients and to provide them with a source of trusted advice as their financial needs evolve over the years.
About
Ross joined the practice in July 2020 as an Adviser after coming through the SJP Academy programme. The programme helped Ross gain an understanding of all aspects of wealth management including protection, investment planning and retirement planning and how they can benefit clients including businesses.
Having spent the first 11 years of his working life within the residential property leasing industry, this has given Ross a vast experience of working with clients and moving into the wealth management industry has allowed him to continue doing this. He thoroughly enjoys meeting and working with clients to create tailored financial plans and help them achieve their financial goals.
Ross is currently living in Stoneywood with his partner Miriam and his daughter Lucy. In his spare time, he enjoys spending time with his family and friends and playing golf regularly; Ross is actively involved with the Management Council of my local golf club in Westhill. Ross also competes in various ploughing competitions in and around the North-East of Scotland and enjoys some 5-a-side football too.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
