Our family business is your family's financial future

Your advisors

Michael WilsonMichael Wilson
Michael joined the Plan it and Prosper team in January 2011, following 12 very successful years in the Banking industry and a further 3 years as a financial advisor with Prudential.

Married to Alison, they have one son, in Adam. A keen golfer, Michael can be seen most weekends at his local club.  Not limiting himself to the fairways, he can also be found playing badminton or enjoying a football match.

Michael has a wealth of experience in the industry and can offer advice covering all aspects of financial planning within the “whole of market”, as a qualified Independent Financial advisor.

As a qualified Independent Financial Advisor (IFA), Michael is able to offer whole of market advice within the following areas:

  • Inheritance Tax Planning
  • Wealth Management
  • Protection
  • Retirement planning

Michael Wilson
michael@planitandprosper.co.uk
Mob: 07515 532 001

 

Grant MacaraGrant Macara
Grant joined the Plan it and Prosper team in early 2010 following an illustrious 20 previous years as a tied financial advisor within banking and investment industries.

Married to Julie, they have 2 young children in Harris and Elise. A keen football fan, Grant is also a qualified SFA children’s coach.  In years to come we fully expect to receive enquiries from the country’s top teams as to Grants managerial availability.

Grant brings to Plan it and Prosper a wealth of industrial knowledge including bespoke financial advice to the Dental and Medical sectors.

As a qualified Independent Financial Advisor (IFA), Grant is able to offer whole of market advice within the following areas:

  • Retirement planning
  • Wealth Management
  • Protection
  • Inheritance Tax Planning

Grant Macara
grant@planitandprosper.co.uk
Mob:  07810 883 794
Off:  0131 654 1983

 


Some forms of tax planning are not regulated by the Financial Services Authority.

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