In January 2003, the MAC Club was formed, in order to provide a Financial Advice service that was based around holistic financial planning for an annual retainer fee. The benefit being that all clients have a known cost regardless of the volume of adjustments made to their planning.
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The MAC Club membership has grown steadily since its formation and continues to attract many individuals and businesses. These may just feel they require a professional advice service, have become dissatisfied with their existing advisers or need a second opinion of current plans and strategy.
The principle of the MAC Club is to provide our clients with a reassuring service that encompasses a holistic and strategic approach to their wealth creation.
As we deal with many different types of clients, we currently offer 2 different levels of service. These are based around the client type, time spent, expertise and specialist advice required. These are as follows:
We are currently reviewing the service levels and plan to introduce new levels as we develop our service further.
The cost is different dependent on the level of membership selected. This will be detailed at your first meeting with MAC Financial. You will then be able to select the service most suitable to your needs. Details are available on request.