Advising clients since: 1991
Qualifications: Chartered Financial Planner, Affiliate of STEP (The Society of Trust and Estate Practitioners)
Areas of expertise: Staff Benefits
Malcolm holds the Advanced Financial Planning Certificate including qualifications in taxation & trusts, long term care and advanced pensions advice. As well as advising private clients, Malcolm looks after employee benefits for a range of SMEs, helping the business owners and managers to recruit and retain key staff and comply with legislation such as for pensions automatic enrolment.
Born in the Outer Hebrides, Malcolm is the only person at WWM to speak Gaelic as his first language; he also likes to pick up short phrases in other languages during holidays abroad, from Arabic to Vietnamese. Luckily for us and our clients, he also speaks English. Malcolm lives in Surrey with his wife and twin cats, Charlie and Diana. Having spent many years commuting to London on a motorbike, Malcolm has now settled down to a more traditional season ticket and Boris Bike key in support of the green agenda and marital harmony.