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

Read the latest news from MAC Group

MAC Golf Day 2025

MAC Group is proud to announce that an incredible £14,500 was raised for Forget Me Not at this year’s MAC Golf Day.

Quilter Cheviot | Investment review of Q2 and H1 2025

Olly Smith, Investment Manager summarises what has happened in the second quarter of 2025, and the impact of Trump’s tariffs.

Procrastinating may cost you dearly

Why procrastinating may cost you dearly By Natalie Bush, Senior Independent Financial Adviser (IFA)We all lead busy lives, and it’s easy for long-term planning to be pushed aside by day-to-day priorities. But when it comes to your financial future, the cost of delay...