MAC Financial

MAC Financial Independent Financial Advisers | Bespoke financial advice & planning with 20+ years' experience in Personal & Corporate services. Based in London.

Advice Based Financial Planning

MAC Financial is a firm of Independent Financial Advisers who specialise in one thing – Advice Based Financial Planning. This approach means that product is deemed secondary, as the primary approach is formulating a financial plan that is both bespoke and specific to our clients needs. Considering the following questions will give you a feel to how we approach our

clients planning:

How much income would I like for my retirement? What strategic options are available to achieve this? How do I pay less taxation? Do I need to access my wealth during my working life? What happens if I don’t make it to a suitable retirement age, what happens to my family? How can I live now, but ensure I store enough wealth for the future? MAC Financial boasts Independent Financial Advisers who, collectively, have well over 20 years experience in the financial services market advising clients in both their Personal and Corporate Financial Planning. MAC Financial believes that Advice Based Financial Planning engenders stronger adviser – client relationships over the longer term. This in itself results in tangible advice outcomes and true knowledge of our clients’ needs and objectives. For information on any of the above, contact one of our team. Email: [email protected]

16/06/2026

People assume income protection and critical illness cover are the same thing.

They’re not.

One is designed to help support ongoing income if you’re unable to work for a period of time.

The other provides a lump sum on diagnosis of a specified condition.

Both play very different roles within financial planning, which is why understanding how they work matters.

Because good protection planning isn’t just about having cover in place.
It’s about having the right type of cover for your situation.

If you’d like to better understand your protection options, speak with our team.

Retirement is one of the biggest financial goals people have, yet many still don’t have a clear plan in place.Without pr...
13/06/2026

Retirement is one of the biggest financial goals people have, yet many still don’t have a clear plan in place.

Without proper planning, it’s easy to lose track of pensions, underestimate what you may need, or delay important decisions.

At MAC Financial, we help clients understand their current position, explore their options and build structured retirement strategies designed around their long-term goals.

Because retirement planning should feel clearer, not overwhelming.

Start building your retirement plan with confidence. Speak with our team today.

11/06/2026

A little introduction from Carlos 👋

You may have already seen that Carlos recently joined the team at MAC Financial in a sales support role, helping keep things running smoothly behind the scenes for both our clients and advisers.

Now it’s time to properly put a face to the name and let him introduce himself.

From day one, Carlos has brought great energy, a positive attitude and a genuine passion for building strong relationships - qualities that fit perfectly with the way we work at MAC Financial.

We’re excited to have him as part of the team and look forward to seeing his journey in the industry continue.

A lot of people think financial planning is about choosing one priority.In reality, it’s about understanding the right o...
09/06/2026

A lot of people think financial planning is about choosing one priority.

In reality, it’s about understanding the right order and building strong foundations first.

Without structure, it’s easy to focus on the wrong thing too early, which can make progress feel slower and more frustrating over time.

The best financial plans are usually balanced, realistic and built around your actual situation, not generic advice online.

If you’d like help understanding what to prioritise financially, speak with our team.

Investing shouldn’t feel confusing.With so many options available, it’s easy to lose sight of what actually matters, bui...
06/06/2026

Investing shouldn’t feel confusing.

With so many options available, it’s easy to lose sight of what actually matters, building a strategy that fits your goals, timelines and attitude to risk.

At MAC Financial, we take a structured approach to investment planning, helping clients make more informed decisions with clarity and long-term direction.

Because the right investment only works if it fits the wider plan.

Build an investment strategy around your goals. Speak with our team today.

04/06/2026

Football rivalries 🤝 office banter.

Some conversations in the office get surprisingly competitive… especially when football is involved.

Thankfully, financial planning usually causes fewer arguments than football predictions 👀

Arsenal fans can finally retire the “runners-up” jokes…
West Ham fans, unfortunately, cannot retire the Championship ones 😅

So, who’s got the bragging rights going into next season? ⚽😂

People often expect investing to feel dramatic.But like training in the gym, real progress is usually much quieter.It’s ...
02/06/2026

People often expect investing to feel dramatic.

But like training in the gym, real progress is usually much quieter.

It’s built through patience, structure and consistency over time.

The strongest investment plans are shaped around real life, your goals, timelines and the flexibility you may need along the way.

Because investing isn’t about chasing quick wins.
It’s about building long-term momentum through steady habits and disciplined decisions.

If you’d like a more structured approach to investing, speak with our team.

The best financial advice starts even before the meeting. Taking the time to understand your questions in advance allows...
30/05/2026

The best financial advice starts even before the meeting.

Taking the time to understand your questions in advance allows for more focused, productive conversations.

It means less time guessing and more time providing clear, relevant guidance tailored to your situation.

That’s the approach we aim to bring to every client, prepared, considered and focused on what matters to you.

If you’re looking for clear, well-prepared financial guidance, speak with our team.

Checking your finances daily doesn’t always improve them. Access has never been easier. But access alone isn’t strategy....
28/05/2026

Checking your finances daily doesn’t always improve them.

Access has never been easier. But access alone isn’t strategy.

From budgeting apps to real-time portfolio tracking, digital tools have made it easier to stay connected to your money.

But access alone isn’t the strategy.

The real value comes from knowing how to use these tools alongside a clear financial plan, so the information you see actually leads to better decisions.

If you want to combine digital tools with a structured plan, speak with our team.

Numbers are easy to share. What they mean is what matters. 25+ years doesn’t just represent time. It’s experience across...
26/05/2026

Numbers are easy to share. What they mean is what matters.

25+ years doesn’t just represent time.
It’s experience across different markets, cycles and client situations.

200+ portfolios isn’t just scale.
It’s responsibility, managing real goals, plans and long-term decisions.

95% retention isn’t just a statistic.
It reflects long-term relationships built on trust and consistency.

Behind every number is a person, a plan and an ongoing conversation.

If you’re looking for a more personal approach to financial planning, speak with our team.

Address

60 Cannon Street
London
EC4N6NP

Opening Hours

Monday 9am - 5:30pm
Tuesday 9am - 5:30pm
Wednesday 9am - 5:30pm
Thursday 9am - 5:30pm
Friday 9am - 5:30pm

Website

Alerts

Be the first to know and let us send you an email when MAC Financial posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Featured

Share

Category