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

McMurtrie Wealth Management Ltd

Abby McMurtrie

BA(Hons) LLB Dip. L.P. DipPFS
Are you looking to grow, manage, or preserve your wealth, or are you simply looking to protect your family and loved ones? At McMurtrie Wealth Management Ltd we provide a professional and tailored approach to assist you in achieving your objectives and resultant peace of mind.

About

Abby advises on a wide range of financial planning specialisms and prides herself on providing carefully considered, tailored solutions to help meet clients’ needs and objectives.

Abby relates well to people, is dedicated, and always aims for positive outcomes for every client at every stage of the process. She has a deep understanding of her clients’ short and long-term financial goals and aspirations; providing the best possible solutions to help meet those goals.

Prior to joining St. James's Place Wealth Management, Abby worked as a criminal defence solicitor representing clients in the Sheriff and Justice of the Peace Courts throughout Scotland. She also has vast experience in the preparation of High Court cases and instructing Counsel in the High Court of Justiciary.

Abby accepted an invitation to join St. James's Place Wealth Management in 2017 and that is when McMurtrie Wealth Management Ltd was established. She works hard to find solutions just right for each individual client. Building strong and trusted relationships, she meets with clients regularly so that once a solution is in place, it is continually reviewed to keep on top of changing goals and circumstances. Abby assists with all areas of financial planning needs offering a fully tailored solution in the areas below.

Areas of Expertise

Retirement Planning - We are all generally living longer and want to have enough money to enjoy our retirement. Given the complexities around pensions and recent legislation changes, it is important that retirement planning features in everyone’s financial planning. Whether it is planning for retirement, looking at options at retirement or reviewing your income in retirement, Abby can help.

Investment Planning - Abby takes pride in helping her clients invest in a way that they feel comfortable with and is in line with their attitude to risk. She can assist with flexible and tax-efficient investments making her clients’ capital work as hard as possible.

Inheritance Tax and Estate Planning - Abby can help with mitigating inheritance tax through the use of annual exemptions, regular gifting, and the use of highly specialised products.

Protection Planning - Life has a habit of throwing the unexpected at us. Abby works with her clients and advises how they and their families can be financially protected should the worst happen. She can provide solutions so that if a family suffers a loss, serious illness, or long-term illness there is financial support to help ease some of the pressure during what can be an extremely stressful time.

Abby is passionate about helping her clients achieve their financial goals and does this by taking time to get to know her clients. She offers a highly professional service with an excellent level of client care.

Hobbies and Other Interests

Abby enjoys socialising with friends and family, shopping, exercising - she is a member of her local boxing club, and enjoys walking her dogs. She also enjoys travelling and is currently trying to tick off all the states in America; so far achieving 35.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.

The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Testimonials

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I would recommend Abby's financial advice and services. Her advice is always clear and concise and she takes time to explain things thoroughly, recommending the best option to fit my circumstances. Abby is great at keeping in touch and proactively managing my financial matters. It is definitely wort...
Alison, Solicitor, Edinburgh

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Why Choose St. James's place?

We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.

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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.

McMurtrie Wealth Management Ltd is registered in Scotland, Number SC577316. Registered Office: 4 South Loanhead, Limekilns, Fife, KY11 3LB.