We are a family run business based in the historic market town of Evesham, Worcestershire. Established in 2019 as a Partner Practice of St. James Place, Jamie and Rachel have grown MacLeod Financial into a flourishing business, at the heart of the community. After years of working for various financial institutions, they felt it was time to set up on their own, to offer the best standards of customer service and advice to their clients.

We tailor our services to suit the needs of private clients as well as businesses, and are able to visit you in your home, place of work, at our office in Evesham, or a location of your choosing.

We strive to provide our clients with friendly, jargon free recommendations, helping our clients throughout their lives, whatever their financial goals.