Donald Wealth Management

Panoramic Protection
Keeping you safe. Keeping you in focus.

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Meet Jamie Donald

Meet Jamie Donald

“Helping you take care

of the people you love.”

We use a comprehensive process to help our clients address each of their five key concerns: making smart decisions about their money, mitigating their taxes, taking care of their heirs, making sure their assets are not unjustly taken and magnifying their charitable gifts. We work with a network of professional advisors to help our clients maximize the probability of achieving everything that is most important to them.
I’d be happy to meet with you for what we call our Discovery Meeting. We’ll look at where you are and where you’d like to be and identify any gaps. We only take on a limited number of clients for whom we can have a significant impact, but if we’re the right team for you, we’ll let you know. If we’re not, we’ll refer you to someone else who can take great care of you. It takes about 90 minutes.
Schedule your Discovery Meeting here

Why Donald Wealth Management

Wide-angled Wealth Management

Personal

With Donald Wealth Management, you’ll experience a truly personal approach. You’ll always deal with the Donalds and not changeable advisors. Getting to know you well is a key part of our award-winning strategy; this allows us to completely understand where you are now and where it is you want to go.

Panoptic

At Donald Wealth Management we offer you true wealth management. Your advice will always be panoramic. We don’t simply focus on investments and a snap shot of the here and now; we look at your life from all angles, consider all connections and fill in all the gaps.

Private

You can feel confident we are the right fit for you and we will have a substantial impact on your future finances, with our exclusive approach. We only take on a small, select number of successful clients who we know we can add significant value to. Our exclusivity also means you will always benefit from the time and energy you deserve.

Business Owners

Planning to hand over the reins?

If you’re a successful business owner, you’re probably too busy with life and managing a business to manage your wealth. We can relieve you of this extra task.
We also work with business owners who are getting ready to, or have recently sold their business. Handing over control can be a stressful time. We can help support you through this transition.
We’ll help you to protect the wealth you’ve worked hard to achieve, grow your capital and relax into retirement.

Family Stewards

Like to create a legacy?

If you’re the type of client whose main concern is making sure your family is looked after and relieved of financial worry, we understand. It’s important to look after your loved ones.
Donald Wealth Management can help you to support your family’s future. And plan for your wealth to be passed through the generations.
We offer wealth management that takes care of those you care about.

Financial Independents

Want to remain independent?

If you’re the type of client who wants to be financially independent, we can help to grow and protect your wealth.
We can manage your wealth so you never run out of money and always maintain the lifestyle you love.
Have the freedom to enjoy your life into the future. Without worry.

Multi-Award Winning Wealth Management

New Model Adviser 2015
the wealth net award logo
Moneyfacts award
The Aberdeen awards logo

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SELL YOUR BUSINESS
& RETIRE HAPPY

By Jamie Donald

“Straightforward approach to a complex situation”

“A must read for the business world”

“Very clear and easy to understand”

“A great starting point for anyone selling up”

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