A Partner Practice of St. James's Place Wealth Management

Stuart McAdam Wealth Management

partner placeholder image

Stuart McAdam

DipPFS CeMAP ACIBS
I provide Wealth Management advice to individuals and businesses mainly in and around Edinburgh. However, I look after many clients based throughout Scotland. My personal, face to face service offered is tailored to meet your financial objectives.

About

Stuart McAdam Wealth Management was established in June 2013, when its Principal Stuart McAdam accepted an invitation to join St. James's Place Wealth Management. Prior to this, Stuart worked with Lloyds bank for 24 years.

We specialise in meeting the financial needs of both individuals and businesses. We pride ourselves on building strong and long lasting relationships with our clients, which allow us to provide a highly personalised service tailored to their individual goals and objectives.

Our aim is to identify your financial priorities and objectives, and then develop a strategy around this to meet your individual needs. With more than thirty years of experience in Financial Services, Stuart McAdam Wealth Management can offer specialist advice on a wide range of areas.

The standard of the service we provide is reflected by the volume of clients who personally recommend us to their friends and colleagues so that they too may benefit from sound professional advice.

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.
Stuart McAdam

Melville House, 18-22 Melville Street, Edinburgh, EH3 7NS

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.
SJPWM-Crop-Blue.svg

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.

default partner img placeholder
Stuart McAdam
Stuart McAdam Wealth Management