Meet Lydia
Lydia began her career in 1985 and over the last 35 years or so, has worked for a number of companies in London including ANZ Grindlays Private Bank, Gerrard, Barclays Wealth and Brewin Dolphin, where she was a Divisional Director for 10 years.
Lydia moved her career closer to home and began working for atomos, in the Brighton office, in 2020. She manages investment portfolios on behalf of individuals, often families of several generations, and some of which she has looked after for over 20 years. Lydia also manages ISA portfolios, offshore bonds, trusts, pensions and charities, that she is particularly passionate about.
Lydia often works together with financial planning to help clients plan for various life events and feel reassured that they are making informed choices. She is a Chartered Fellow of the Chartered Institute for Securities & Investment and a member of the atomos Vulunerable Clients Forum.
Lydia Macdonald has been my investment manager for well over 20 years. She gives me complete peace of mind and takes away the worry of managing my own finances. She is always on hand to offer sound advice and reassurance whenever you need it. And that’s a very good feeling!
A client
Brighton
Start today
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