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.
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, and Business protection.
We offer an excellent wealth management service which will help you achieve your goals
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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.
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.