Learn

We start with a discovery call and one question: where do you want to be and when? From there we establish what you have in savings, investments, pensions and protection plans, then run a cash flow analysis with you to show any gaps. There may be none.

Individuals, families and business owners in Central Scotland and beyond. We also work closely with local schools, businesses, football clubs, family trusts and retirees from the financial sector. With over 60 years of combined experience, we specialise in retirement planning, investment planning and corporate services.

Yes. Strategic Wealth Solutions is a Partner Practice and an Appointed Representative of St. James’s Place Wealth Management plc, and we advise solely on the Group’s wealth management products and services. St. James’s Place guarantees the suitability of the advice we give when recommending those products and services.

Yes. The value of an investment with St. James’s Place is directly linked to the performance of the funds you select, so it can go down as well as up, and you may get back less than you invested. We will explain what that means for you in plain terms.

Yes. As your business grows, so will your business needs. We help with auto enrolment, corporate pensions, employee benefits, business insurance, succession planning, shareholder protection and exit strategies. Auto enrolment products are not regulated by the Financial Conduct Authority, and exit strategies may involve a referral to a service separate from St. James’s Place.

It is a free quiz that helps you gain insights into your current financial status. It is a simple way to see where you stand before you speak to us, and if you would like to talk through what it shows, you can book a discovery call.