David Macdonald
Founder at The Path- Claim this Profile
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Topline Score
Bio
Kevin McSpadden
David is pro-active, smart, incredibly astute and so much more. However, what I like most is his ability to help me prioritise the financial / lifestyle outcomes I want and find great solutions which meet them. Trustworthy, experienced and a true partner, who provides me with service beyond expectations. I am more wealthy as a result of working with him.
Roger Ackroyd
I have been a client of David's for the past few years. He has been an excellent advisor, always taking the time to care and understand my individual needs. He always listened carefully to what I was saying and tried to understand my individual position. He always tried to challenge assumptions and cut through the jargon, in order for me to understand clearly. The advice David gives is always clear and sensible, such that you can trust what he is saying and have great confidence in him. Everything that he does, he does in great detail and in a timely fashion. Everything is executed thoroughly and with great care. I would highly recommend him.
Kevin McSpadden
David is pro-active, smart, incredibly astute and so much more. However, what I like most is his ability to help me prioritise the financial / lifestyle outcomes I want and find great solutions which meet them. Trustworthy, experienced and a true partner, who provides me with service beyond expectations. I am more wealthy as a result of working with him.
Roger Ackroyd
I have been a client of David's for the past few years. He has been an excellent advisor, always taking the time to care and understand my individual needs. He always listened carefully to what I was saying and tried to understand my individual position. He always tried to challenge assumptions and cut through the jargon, in order for me to understand clearly. The advice David gives is always clear and sensible, such that you can trust what he is saying and have great confidence in him. Everything that he does, he does in great detail and in a timely fashion. Everything is executed thoroughly and with great care. I would highly recommend him.
Kevin McSpadden
David is pro-active, smart, incredibly astute and so much more. However, what I like most is his ability to help me prioritise the financial / lifestyle outcomes I want and find great solutions which meet them. Trustworthy, experienced and a true partner, who provides me with service beyond expectations. I am more wealthy as a result of working with him.
Roger Ackroyd
I have been a client of David's for the past few years. He has been an excellent advisor, always taking the time to care and understand my individual needs. He always listened carefully to what I was saying and tried to understand my individual position. He always tried to challenge assumptions and cut through the jargon, in order for me to understand clearly. The advice David gives is always clear and sensible, such that you can trust what he is saying and have great confidence in him. Everything that he does, he does in great detail and in a timely fashion. Everything is executed thoroughly and with great care. I would highly recommend him.
Kevin McSpadden
David is pro-active, smart, incredibly astute and so much more. However, what I like most is his ability to help me prioritise the financial / lifestyle outcomes I want and find great solutions which meet them. Trustworthy, experienced and a true partner, who provides me with service beyond expectations. I am more wealthy as a result of working with him.
Roger Ackroyd
I have been a client of David's for the past few years. He has been an excellent advisor, always taking the time to care and understand my individual needs. He always listened carefully to what I was saying and tried to understand my individual position. He always tried to challenge assumptions and cut through the jargon, in order for me to understand clearly. The advice David gives is always clear and sensible, such that you can trust what he is saying and have great confidence in him. Everything that he does, he does in great detail and in a timely fashion. Everything is executed thoroughly and with great care. I would highly recommend him.
Credentials
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AFPS, Chartered Financial Planner
Chartered Insurance InstituteFeb, 2017- Oct, 2024
Experience
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The Path
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United States
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Wellness and Fitness Services
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1 - 100 Employee
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Founder
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Sep 2018 - Present
A MISSION TO SAVE THE PLANET Our mission is to build a community who want to save the planet by harnessing the power of money as a force for good. We do this by creating financial plans for our clients to give them a clear path to financial security and fulfillment. At the same time we give their money an even bigger purpose by only investing in companies that put the planet on the right path to a sustainable future. A MISSION TO SAVE THE PLANET Our mission is to build a community who want to save the planet by harnessing the power of money as a force for good. We do this by creating financial plans for our clients to give them a clear path to financial security and fulfillment. At the same time we give their money an even bigger purpose by only investing in companies that put the planet on the right path to a sustainable future.
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St. James’s Place Wealth Management
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United Kingdom
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1 - 100 Employee
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Senior Partner
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Oct 2007 - Aug 2018
Sold business in 2018 to concentrate on a new venture aligned to my values and passions. Helping business owners achieve financial peace of mind on the journey to retirement or selling their business. St. James's Place Wealth Management is one of the UK’s leading wealth management organisations. As a company we specialise in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management. Show less
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Independent Financial Adviser/ Owner
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Jul 1995 - Sep 2007
Boutique IFA offering specialist advice to the SME community and busy professionals. Clients included Budweiser Budvar UK and Psion plc, Kensington Mortgage Company plus dozens of smaller less well known companies. Latterly merged with another IFA practice to form a bigger group. The attractions of the peerless St. James's Place investment management approach were obvious as a better proposition to the client community, hence the move in 2007. Boutique IFA offering specialist advice to the SME community and busy professionals. Clients included Budweiser Budvar UK and Psion plc, Kensington Mortgage Company plus dozens of smaller less well known companies. Latterly merged with another IFA practice to form a bigger group. The attractions of the peerless St. James's Place investment management approach were obvious as a better proposition to the client community, hence the move in 2007.
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Royal Bank of Scotland Business
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United Kingdom
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Banking
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700 & Above Employee
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Business Development Manager
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1990 - 1995
Financial Adviser and latterly Business Development manager to corporate, commercial and personal customer of RBS. Working for in-house bancassurance company Royal Scottish Assurance. Financial Adviser and latterly Business Development manager to corporate, commercial and personal customer of RBS. Working for in-house bancassurance company Royal Scottish Assurance.
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Scottish Equitable
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Financial Services
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1 - 100 Employee
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Life Inspector
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1987 - 1990
Trainee and latterly Life Inspector calling on Brokers in the West End Trainee and latterly Life Inspector calling on Brokers in the West End
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Education
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1983 - 1984
University of St Andrews
Dropped out to pursue career in insurance, Mathematical Physics
Community
