HomeFinancial Planners › Lavinia Macdonald

Based at

Hugh Davies Associates (HDA)


Financial Planner

Serving clients in

Worcestershire, Gloucestershire

Lavinia Macdonald

Financial Planner

Lavinia has a deep passion for helping individuals and families achieve their financial goals. Possessing over 15 years in the industry, she has honed her skills and gained valuable insights to provide her clients with personalised financial planning services that will positively impact their lives.

Lavinia’s comprehensive skill set encompasses investment management, risk assessment, retirement planning, tax strategies, estate planning, and cash flow planning. She believes in fostering long-term relationships built on trust, transparency, and open communication. She sees it as her mission to empower clients with the knowledge, strategies, and tools needed to make informed financial decisions, ultimately leading to a secure and prosperous future.

Lavinia firmly believes that life should be filled with joy, balance, and meaningful experiences. Embracing this philosophy, she finds solace and inspiration in various activities such as gardening, crafting, walking, pilates, and cherishing quality time with her loved ones.

Expertise in

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Articles related to Lavinia and the team

Find out more about Lavinia and the HDA team...

Our team at HDA has been advising clients across the picturesque counties of Worcestershire, Gloucestershire and surrounding areas since the 1980s. We welcomed them to the Amber River Group in January 2022.

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