Origins

MacIntosh James & Partners Limited was established in 2004; however the origins of the firm go back much further.

The directors of MacIntosh James & Partners have extensive experience in providing a strategic wealth management service to private clients.

The senior team have enjoyed a successful working relationship over many years. After originally joining forces at the private client division of a City based investment bank, they worked together as the nucleus of the wealth management division of a leading firm of regional chartered accountants.

In 2004 they formed MacIntosh James & Partners to create an independent wealth management business that would be highly valued by its clients and widely respected in the professional market place.

Their background and experience covers many specialist areas including:

  • economics
  • investment management
  • pension and retirement planning
  • tax planning
  • banking