We are a financial advisory Practice, based in Edinburgh and West Lothian, with particular expertise in working with professionals, widows and those going through divorce proceedings.
Our clients come to us for support with retirement planning, savings, tax and personal protection needs. Working throughout the UK we are passionate about ensuring all our clients have the financial resilience to deal with life's ups and downs.
I provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
SJP Approved 21/02/2024
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.