Integrity365 acquires two Scottish financial advisory firms

Integrity365 acquires two Scottish financial advisory firms

Ross MacDonald

Integrity365 Ltd, a UK-wide financial advisory service, has acquired MacDonald Partnership and Hart Wealth, the financial advisory arm of Hartinsure Limited.

The expansion strengthens the Bristol-based firm’s Scottish footprint, tapping into MacDonald Partnership’s long-standing reputation in Arbroath and Inverness and Hart Wealth’s presence in Glasgow and West Scotland.

MacDonald Partnership has been in operation since 1978 and is now under the stewardship of Ross MacDonald, son of founder Ian MacDonald. Integrity365 will retain the firm’s brand identity, capitalising on its established regional reputation, family ethos and offering a platform for further growth.



Integrity365 acquires two Scottish financial advisory firms

Hart Wealth, formerly a part of insurance broker Hartinsure, brings with it a trove of financial expertise and a loyal client base from Glasgow and West Scotland. Integrity365’s acquisition will see Hart Wealth rebrand and integrate with MacDonald Partnership.

Integrity365 Limited CEO Matt Goy commented: “Integrity365 Limited is a financial advisory business with people at its heart. We are passionate about investing to further support our clients with increased coverage across the UK by acquiring talented people who share our key values and knowledge.

“As a result, this expansion into Scotland is a natural step to develop our offering, and we look forward to building on the strong foundations already established by MacDonald Partnership and Hart Wealth.”

Integrity365 acquires two Scottish financial advisory firms

Matt Goy

Ross Macdonald said: “We look forward to continuing the history and legacy of the MacDonald Partnership name together with Hart Wealth and Integrity365 Limited.

“Working with likeminded, highly respected financial planning professionals who have their clients’ best interests at the centre and are open to development and progression is an exciting business to be a part of.”

Hart Wealth independent financial adviser Tracey Maleham added: “We are excited to join Integrity365 Limited under their newly acquired MacDonald Partnership brand as they expand into Scotland.

“There is strong synergy between our businesses in terms of professionalism, technology and client centric approach. We are delighted to look to the future with confidence as we strengthen and develop our much-valued financial advice service for new and existing clients.”

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