45-year-old Inverness and Arbroath financial advisors merger
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A financial advice firm has recently joined with an Inverness-based company which has been providing advice for 45 years.
Integrity365 Limited has merged with Inverness and Arbroath based MacDonald Partnership, bringing its team of independent financial advisers and support staff into the fold.
Established in Inverness in 1978 by Ian MacDonald, and now run by his son, Ross, MacDonald Partnership has been providing financial advice to clients for decades, including individuals, families, businesses and trusts across Scotland.
The acquisition allows Integrity365 Limited to expand into Scotland.
MacDonald Partnership will retain its own brand and continue to offer support to clients for further growth and development.
Integrity365 Limited chief executive Matt Goy said: “I am delighted and privileged to welcome the long-standing legacy and talented individuals of MacDonald Partnership aboard, who clearly share our values and client-centric ethos.
"We look forward to championing MacDonald Partnership and expanding the reach of the business further into Scotland with the addition of a new office in Helensburgh.
"We will also be looking to add to the team with the appointment of selected highly skilled, personable individuals that uphold the trusted values of both businesses in their relationships with clients for generations to come.”
Ross Macdonald said: “The MacDonald Partnership team and I are excited to unite with Integrity365 Limited and look forward to developing our business with them further and expanding our client offering.
"Integrity365 Limited have been respectful and supportive of the history of the MacDonald Partnership name, one that is recognised across Scotland, and we look forward to growing it further afield.”
