Macleman Wealth Update

2024 was a very productive year for Macleman Wealth and we are very pleased with the progress we have made as a firm across may different areas.  From building a new investment solution for some of our clients, to self study, exams, seminars webinars and conferences, it has been a very buys year while continuing to service our loyal client base.

Our advisers Malcolm & Olivia continue engaging with new and existing clients, as well as our many business partners.  Thank you to our existing clients for their continued support, and welcome to those who are new to Macleman Wealth.

Lynne continues to manage the staff and day to day operations in her position as Practice Manager, while still overseeing our paraplanning.  Lynne is taking a well earned break from studying presently, but does plan on resuming her chartered level study in the future. 

Rebecca has developed very competently in her role as Paraplanner, and has now completed her third diploma level exam and is undertaking her fourth, whilst also taking on some compliance responsibilities alongside Lynne. 

Sammy mainly focuses on the administration duties of Macleman Wealth, but she does also undertake paraplanning duties when required.  Her support to the team and clients alike is invaluable and keeps everything running smoothly.

As we continue to grow and expand our operations, the whole team continues to professionally develop. Malcolm, Lynne and Olivia undertook external study courses via an accredited body in 2024, and the whole team have attended various webinars, seminars and a national conference in London. Through these events we gain new knowledge and of course keep up to date with the ever changing economic and fiscal landscape. 

As a team building exercise Macleman Wealth enjoyed an Autumn day out in Aviemore at the fantastic G2 Outdoor Adventure.  In the morning we took part in white water tubing, and jumping into the river at various spots on the way down from the high rock faces, and after lunch we tried out zip lining.   Zip lining is not for those afraid of heights, but luckily we all completed the course safe and sound before enjoying a nice evening meal.