Private client service

A bespoke approach shaped by your needs, executed with precision by our experts.

 

MAC Group’s Private Client service provides tailored financial advice on investments, pensions, protection, estate planning, and specialist insurance to support individuals in helping to managing their future.

Personal insurance

Providing tailored insurance coverage for personal assets, from cars to travel, jewellery, and other valuable items.

Protection for you and your family

Safeguarding your loved one’s financial well-being in case of unexpected events.

Cashflow & lifestyle planning

Providing a clear picture of your potential financial future, allowing you to make informed decisions.

Pension & retirement planning

Bespoke financial planning and investment solutions to help you achieve your retirement and broader financial goals. 

At retirement advice

Helping individuals to make informed decisions when accessing their pension savings to achieve financial security in retirement.

Savings and investment advice

Tailored savings and investment solutions designed to grow wealth, protect assets and achieve financial goals. 

Pension trustee service

Specialist trustee services including the management, compliance, and governance of pension schemes on behalf of clients.

Meet our Executive Leadership Team

Ann Zachorecki

Group Broking Manager

A portrait of Ed Walter

Ed Walter

Head of Private Client Advisory

A portrait of Rebecca

Rebecca Netten

Head of Corporate Advisory

Read the latest news from MAC Group

Market update | April 2025

With the tariffs announced by Donald Trump; the response from world leaders, markets have been thrown into a period of heightened uncertainty.

Todd Crellin Wins Prestigious Award for Academic Excellence

MAC Financial is thrilled to announce that Todd Crellin, one of our Paraplanners, has been awarded the FPIBA prize for academic excellence.

MAC Group announces Forget Me Not as its Charity of the Year for 2025

MAC Group is proud to announce that Forget Me Not has been selected as its Charity of the Year for 2025 following a staff vote.