Financial planning, Swanston Road, EdinburghMake your money do the most, for you and your family.
- 5.0 ★ · 92 Google reviews
- 60+ years’ combined experience
- St. James’s Place Partner Practice
Family-owned financial planners at the foot of the Pentlands, looking after individuals, families and business owners across Central Scotland. Honest advice, a plan built around you, and the same people on the other end of the phone.
The numbers so far
- 5.092 Google reviews
- 60+years’ combined experience
- 500+people helped to improve their finances
- 300+people advised into a financially secure retirement
Google reviews are gathered and displayed directly through Google, and have not been verified by SJP.
Where do you want to be, and when?
It’s the first thing we ask, because the plan is always about you and your individual goals. Your hard work got you to where you are today; we’re here to make your money work for you.
Retire when you choose
A plan for a safe and secure retirement you can enjoy, including how many years you could potentially knock off your retirement age.
Pension & Retirement PlanningSee the road ahead
We work out what you have, where you want to be and whether there are any gaps. There may be none.
Cash Flow AnalysisMake your savings work harder
Investment strategies that help you achieve your financial goals, with transparent advice along the way.
Investment PlanningLook after the people who come after you
Planning for the worst is not something you want to deal with, but the consequences for your loved ones if you don’t can be stressful, confusing and costly.
Estate PlanningRun a business and still plan your own future
Bespoke financial solutions that work for you, your business and your employees.
Corporate ServicesAccess to specialist banking and mortgages
From managing your cash efficiently to buying your first home, we can provide sound, honest advice.
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.
We help individuals, families and business owners, as well as local schools, football clubs, family trusts and financial-sector retirees, in Central Scotland and beyond.
How we work with you
We are not here to sell a product. We aim to give you a solid plan that is visible and clear.
We ask what matters to you
We take the time to find out your goals and objectives for the future.
We build a bespoke plan
Cash flow analysis shows any gaps and the impact of each decision, including how many years it might take off your retirement.
We keep reviewing it
Circumstances change, so we meet with you regularly to review your plan.
What our clients say
“Ryan is a genuinely nice guy who always keeps in touch and keeps me up to date with the latest news regarding my investments. He also takes the time to ask how the family is doing, and little touches like birthday cards and Christmas cards really mean a lot.”
Graeme OrrGoogle review“Ryan was fantastic from the first point of contact and right through with his ongoing advice. Everything was explained in a manner which was easy to understand without any jargon.”
Jillian BrannanGoogle review“Keith explains everything very clearly and has assisted me significantly in starting an investment journey.”
Ali CunnisonGoogle review“Ryan has been more to us than an advisor we consider him as a friend.”
Diana DyceGoogle review“We have been supported by the team during our 30 month house renovation project.”
The reviews shown above have been gathered and displayed directly through Google, and have not been verified by SJP.
The people you’ll actually talk to
Keith Barr
Director and founder. Chartered Fellow of the LIBF, with 20 years in financial services.
Keith established SWS with a vision to enrich and inform lives through dynamic financial solutions in an ever changing world.
Ryan McCallum
Financial Adviser
James McDermid
Financial Adviser
Samantha Kiteley
Office Manager
Phil Clements
Client Servicing Administrator
Ann Matthew
Business Administrator
Family-owned, backed by St. James’s Place
We’re a family-owned business built on trust and loyalty, and part of St. James’s Place, a FTSE-listed company and one of the UK’s leading wealth management organisations.
Advice Guarantee. St. James’s Place guarantees the suitability of the advice given by our team when recommending any of the St. James’s Place wealth management products and services available from companies in the group.
We advise solely on St. James’s Place group products and services. See what clients say on VouchedFor.
Questions people ask first
What happens first when I get in touch?
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.
Who do you help?
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.
Are you tied to St. James’s Place?
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.
Can my investment go down in value?
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.
Do you work with businesses?
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.
What is the Financial Freedom Healthcheck?
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.
Find us on Swanston Road
- AddressOffice 10, 109 Swanston Road, Edinburgh EH10 7DS
- Phone0131 357 3240
- EmailSWSadmin@sjpp.co.uk
- Opening hoursMonday to Friday, 9:00am to 5:00pm. Closed weekends.
- AccessibilityWheelchair-accessible restroom.
Make the most of your money: start your financial planning today
Not ready to talk yet? Take our free Financial Freedom Healthcheck quiz to gain insights into your current financial status.