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Why We Do It

From Wendy Fleming, Director of Fleming McDonald

“In 2007 we witnessed a global financial “crisis”.  In my opinion this was inevitable due to the world being driven more by POWER and GREED than respect and care for others.

We must return to traditional values in respect of money management,

• Solid foundation,
• Sound budgeting,
• Only pay for plans and polices that are appropriate to your needs.
• Affordable borrowing – you can’t borrow your way to wealth.
• Building a robust investment strategy for future capital requirements.
• Reviewing the above and amending the strategy as your circumstances change.

I am passionate about my job and enjoy meeting new people and building ongoing relationships with my existing clients and their families.

I have a drive to dispel the myth that investing and managing money is complicated. By preparing a solid financial plan for my clients I create a foundation which can be built on.

As their assets and family grow they are reassured they are using their money in the most effective way possible.

I enjoy dealing in all aspects of financial planning but most importantly I do this job because I want to empower you to use your money to achieve what you want out of life.”

The firm is committed to the rules and general principles of the Financial Services Authority (FSA).  We embrace the FSA’s “Treating Customers Fairly” ethos, and in accordance with their 6 principles, we ensure that all our customers are always treated fairly.  This means our processes always put customers interests at the heart of our business.