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May 2011 - Do You Act as a Trustee
If so, you should be aware that Trustees have always been subject to a general duty to ensure that they act with the best interests of the beneficiaries in mind at all times Read more
3.8.10 - Preparing for 2012 - Nest
workplace pension schemes
income of retirees for longer with less investment.
National Employment Savings Trust (NEST) Read more
5.7.10 Start Early for Greater Rewards
The money saved between the ages of 25 and 35 could account for half of your overall amount when you reach 65. Read more
DONALD MACDONALD
Donald MacDonald, an IFA for 25 years, was the first Managing Director of Campbell Dallas FS Ltd having founded the company in 1999 along with Jim Campbell and Robert Dallas.
In addition to Financial Planning Certificates 1, 2 & 3 Donald also passes in Papers 1 & 2 of the Securities Institute. A very experienced IFA who has substantial knowledge of the whole industry from Mortgages to Pensions. He does however specialise in Investment Business and Potfolio Planning. He is very committed to client care as evidenced by the substantial growth in CDFS since it formed.
Working now on a consultancy basis he also retains a non-executive director position within the company.
telephone: 0141 942 6060 email: donald.macdonald@cdfs.co.uk
