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

Helen Hutchinson Achieves CII Diploma in Insurance

Helen Hutchinson, one of our talented Account Executives, who has earned the Chartered Insurance Institute (CII) Diploma in Insurance.

Unlocking the Real Value in Your Employee Benefits

Many employees and employers don’t fully utilise the added services included in insurance policies, often due to lack of awareness or understanding. These benefits can significantly boost workplace wellbeing but are frequently overlooked.

MAC Group Expands Private Client Services with Acquisition of Thornton Chartered Financial Planners’ Business

MAC Group, a leading provider of financial services in the Isle of Man, is proud to announce the acquisition of Thornton Chartered Financial Planners’ client portfolio. Established in 2000 by Sharon Sutton, Thornton Chartered Financial Planners has built a strong...