MEET THE SENIOR TEAM

Paul MacIntosh

Chief Executive

Paul is the founder of MacIntosh James & Partners. In addition to leading on strategic direction for the business, he provides bespoke wealth management advice to professionals, senior executives and entrepreneurs.

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Simon James

Managing Director

Simon is one of the UK’s most qualified financial planners and the primary figure involved in the day-to-day running of MacIntosh, James & Partners.

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Jonathan Ward

Investment Director

Jonathan is a meticulous and successful investment specialist who has over 25 years’ experience working in the private client wealth management sector.

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Kevin Finlayson

Technical Director

Kevin is a highly regarded financial expert who specialises in retirement planning solutions and wealth protection.

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OUR TEAM APPROACH

To make sure our clients only receive the most accurate and up-to-date advice, we employ highly experienced and qualified professionals with outstanding track records.

 

These extremely talented individuals work collectively as a team to deliver the absolute best results. We also pride ourselves on working effectively with our clients’ existing professional advisers, such as solicitors and accountants, to ensure their affairs are managed to a coherent and prudent strategy.

Our Principles

Our business is based upon us developing successful, long-term relationships with our clients. We aim to become a trusted adviser on all financial matters no matter how circumstances change. Key to this mission is our dedication to constantly understand our clients’ needs.

 

We remain staunchly independent, which is vital to the integrity and quality of our services. This means we are exclusively client advisers, not product providers. When our advice does involve the use of products or structures, we only recommend and utilise those that have been thoroughly researched from the whole of the market and passed our rigorous selection procedures.

Our History

MacIntosh James & Partners was established in 2004. However, the origins of the business go back much further. Paul MacIntosh and Simon James originally joined forces at the private client division of the City-based investment bank R W Baird. They then continued to work together as the nucleus of the wealth management division of a leading firm of regional chartered accountants.

 

Today, the team at MacIntosh James & Partners use their extensive experience and knowledge to offer a personal and responsive service that larger firms simply cannot match. In today’s complex and fast-moving world, we believe this is vital to us achieving the best short and long-term results for our clients.