Engage - Educate - Empower
Signed in as:
filler@godaddy.com
Our credentials and affiliations
The Money Clinic is an independent financial planning firm that is an Appointed Representative of ValidPath Limited which is authorised and regulated by the Financial Conduct Authority, Firm Reference Number 197107.
The FCA aims to make financial markets work well so that consumers get a fair deal.
In the UK, nearly all financial service activities must be authorised by the Financial Conduct Authority. You can search the Register for firms and individuals and the activities firms have permissions for.
Using an authorised firm, with the correct permissions, will greatly reduce the risk of harm.
The Financial Conduct Authority does not regulate some aspects of Trust, Tax, Estate Planning or Cashflow planning
Lavinia MacDonald is a qualified member of the Personal Finance Society and her qualifications and credentials will be available to view below.
The Personal Finance Society is a professional body for the financial planning profession in the UK. It is committed to building public trust in the profession and leading the financial planning community towards higher levels of professionalism exhibited through technical knowledge, client service and ethical practice.
Lavinia MacDonald is a member of the Institute for Financial Wellbeing and fully supports the organisation's views.
The Institute for Financial Wellbeing (IFW for short) is a non-profit membership organisation working towards shifting the focus of the finance services industry away from selling products and towards the discovery and understanding of what clients actually want from their money.
Lavinia MacDonald is a member of the The Financial Vulnerability Taskforce and fully supports the organisation's views.
The Financial Vulnerability Taskforce is an independent representative body whose ultimate purpose is to promote greater understanding, encourage appropriate behaviours and establish good practice in respect of the delivery of professional services to those who find themselves in vulnerable circumstances. The Financial Vulnerability Taskforce is part of the Consumer Duty Alliance Community Interest Company.
By committing to the Charter, a professional services firm or individual is committing to use their best endeavours to provide you with a service that recognises your unique circumstances and delivers the same outcomes that you would expect if you were not in vulnerable circumstances.
Who are ValidPath?
ValidPath is an award-winning independent financial advice network dedicated to supporting high-quality independent financial planning and advice.
By outsourcing various back-office roles to ValidPath, I can focus solely on providing great service and advice, knowing there's a team of experts supporting me along the way.
Who are VouchedFor?
VouchedFor is the UK's leading review platform for financial and legal advisers. Around 2 million consumers use VouchedFor each year to find or check advisers.
VouchedFor advisers are checked more thoroughly than any other:
- Rated and reviewed by people like you: they verify the identity of all reviewers, and never remove or edit negative reviews
- Independently vetted: they check every adviser is authorised by the appropriate governing body, and confirm key details such as their fees and qualifications
- Continuous monitoring: they follow-up with you to ensure you get the great advice you need