An Associate Partner Practice of St. James's Place Wealth Management

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Alan McPhail

DipPFS
Having advised in all aspects of wealth management, I take great pride in the advice and service that I provide. My focus is on developing and maintaining long term client relationships, providing a source of trusted advice as financial planning needs evolve in the years ahead.

About

Alan has worked in financial services for over 25 years, providing financial planning advice to both individual and corporate clients alike.

Away from the office Alan enjoys spending time with his wife and two sons, and in particular their sporting activities.

Based in Falkirk, Apple Wealth was established with the aim of providing financial planning advice to help individuals and business owners plan for their futures.

We are all different, but by understanding and listening to your financial planning objectives, we aim to deliver the right solution for you.
Alan McPhail

54a Cow Wynd, Falkirk, Stirlingshire, FK1 1PU

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We'll help you find the right investments so you can achieve your financial goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgage broking and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
New tax year opportunities
Why wait? Make the most of the opportunities a new tax year brings.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth

Why Choose St. James's place?

We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £81 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.

Apple Wealth Ltd is registered in Scotland, Number SC577170. Registered Office: 54a Cow Wynd, Falkirk, Stirlingshire, FK1 1PU.
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Alan McPhail
Apple Wealth Ltd