The firm, with offices in Inverness and Arbroath, was acquired by Integrity365 in the summer of 2023 alongside Helensburgh-based Hart Wealth. Since then, it has continued to operate the MacDonald Partnership name to honour the legacy of the family-founded businesses and ensure a smooth transition for clients and colleagues.

Over the past two years, both the Scottish team and Integrity365 as a whole have experienced significant growth. Most recently, Integrity365 welcomed Essex-based Peter Murray Financial Management into the business, another family-founded firm, bringing total assets under management (AUM) to £1.25 billion.

With Integrity365’s growing reputation, deep pool of expertise, and continued commitment to client excellence, the rebrand marks a meaningful milestone in the journey of MacDonald Partnership and Integrity365.

Since joining Integrity365, the Scottish advisers gain access to a broader platform, savings for clients, deeper resources, and streamlined operational support. Under the Integrity365 banner, they will continue to deliver the personalised service their clients have come to rely on. Having already expanded the adviser team in Scotland, the rebrand provides an opportunity to extend the Integrity365 expertise out to fellow professional connections and businesses in the area looking for a financial advice partner.

Inverness-based IFA, Ross MacDonald, said: “Since joining Integrity365, we’ve seen first-hand the benefits of improved and streamlined processes, as well as the broader support available to our clients.

“Rebranding to the Integrity365 name allows us to amplify our voice on this larger scale and continue delivering the high-quality, personalised advice our clients expect and extend our services to professional connections throughout Scotland – now with even greater efficiency and reach.”

Integrity365 CEO, Matt Goy, said: “Integrity365 is built on the foundations of trust, transparency, and a passion for doing what’s right for our clients.

“MacDonald Partnership, since joining Integrity365, have seen distinct benefits and enhancements within the service they provide for clients. This rebrand is not just a change in name, but a reflection of our shared vision to grow together, strengthen relationships, and continue delivering exceptional advice.

“We are excited about the future and proud to move forward as one unified team.”