Home › Financial Planners › Lavinia Macdonald
Based at
Position
Serving clients in
Worcestershire, Gloucestershire
Lavinia Macdonald
Financial Planner
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
Talk to Lavinia, call Amber River today
Articles related to Lavinia and the team
What does a financial planner need to know about you?
Only by providing open and honest answers will your financial planner be able to design a financial plan that…
How much life insurance do I need?
Knowing exactly how much life insurance you need can be a difficult sum to calculate. How much would your…
What is Life Landscaping®
We have one simple purpose: To enrich the lives of those we meet.
Not the retiring type? Why people choose to retire later
More people are choosing to work beyond retirement. Phasing retirement can offer a range of benefits, even…
Are Annuities a Good Investment?
Is an annuity something you should consider? We take a look at the benefits and drawbacks to help you build…
A quick guide to understanding financial planning jargon
We’ve created a list of the common financial planning jargon you might come across when planning for you and…
9 ways to reduce your Capital Gains Tax
Looking to reduce your Capital Gains Tax bill? Here are 9 ways you can cut your tax liability, keeping more…
Who’s the best person to advise on Inheritance Tax?
If navigating Inheritance Tax feels like a bewildering maze, you're not alone. We take a look at where you…
What is a Crystallised Pension?
Crystallising your pension unlocks your investments and gives you access to your pension savings, including a…
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.
What our clients say
MH, Cheltenham
I feel that HDA really do treat clients as individuals and do their best to achieve personal goals.
I feel that HDA really do treat clients as individuals and do their best to achieve personal goals.MH, Cheltenham
SJ, Nailsworth
HDA staff are always approachable and will explain complex issues in an easy to understand manner.
HDA staff are always approachable and will explain complex issues in an easy to understand manner.SJ, Nailsworth
RH, Gloucester
HDA's knowledge and advice has helped me understand how to secure and maintain a beneficial financial future for myself and family.
HDA's knowledge and advice has helped me understand how to secure and maintain a beneficial financial future for myself and family.RH, Gloucester
Find an adviser
Where and how we meet depends on whatever’s most convenient for you, but we have a number of locations around the UK if you’d prefer to come to us.