WHO ARE WE

At Strathtay Wealth Management, people come first. Based in Perth, Scotland, we provide clear, personalised financial advice to individuals, families, and future generations. Our business is built on strong relationships, long-term thinking, and a commitment to truly understanding our clients' goals and aspirations. Founded from a desire to offer more meaningful, tailored financial planning, Strathtay Wealth Management was created to give clients confidence and clarity in an ever-changing financial world. Whether you're just starting out, navigating major life changes, or planning for retirement, we’re here to guide you with advice that fits your unique circumstances.

WHAT WE DO

We specialise in financial planning that brings together pension and investment strategies, appropriate protection cover, and mortgage advice. By looking at the bigger picture, we help our clients build solid foundations for the future while protecting what matters most along the way.  We take the time to get to know you—what you value, what you hope to achieve, and what worries you most—so we can create a plan that feels right for you. Meetings can take place face-to-face at your home or workplace, or virtually, depending on what suits you best.

Your home may be repossessed if you do not keep up repayments on your mortgage.

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.