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

Traprain Financial

Rachel Stewart

Principal of Traprain Financial
At Traprain Financial we aim to shake up the financial services industry. We believe that your wealth is your loved ones, your health and your lifestyle. These most important aspects of life are at the heart of everything we do. With this in mind we advise individuals, families and businesses on all aspects of financial management.

About

Our Principal, Rachel Stewart, is the financial columnist for Scottish Health and Lifestyle magazine Hood and an ambassador for Insuring Women’s Futures run by the Chartered Insurance Institute. She also runs The F Word Coffee Clinics (which you can find on Eventbrite). Rachel is passionate about financial education both in the workplace and more generally. To this end, an initial financial review with Traprain Financial is with no obligation. We provide bespoke advice on the following key areas of financial decision making:-

  • Family protection and income protection
  • Retirement and pension planning
  • Investment planning
  • Inheritance and estate planning
  • Business protection
Rachel Stewart

37 Dunpender Road, East Linton, East Lothian, EH40 3BW

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

Advice & Services

We offer an excellent wealth management service which will help you achieve your 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 mortgages 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.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.

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 £93 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.

Rachel Stewart
Traprain Financial
079029 45727