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

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.

MAC Group | 20 years in the making

MAC Group CEO Jon McGowan reflects upon the twenty years that MAC Group has operated serving Isle of Man residents.

MAC raises £7,000 for its 2024 Charities of the Year

MAC Group is proud to announce that its staff and supporters have raised an impressive £7,000 throughout 2024 for Isle of Man Samaritans and Sight Matters (the trading name for Manx Blind Welfare), the company’s two chosen charities of the year.